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Baron Discovery Fund Institutional Shares: (MF: BDFIX)
(NASDAQ Mutual Funds) As of May 1, 2025 08:00 PM ET
$31.20 USD
+0.19 (0.61%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -6.17 | 20 |
| 3 months | -6.17 | 20 |
| 6 months | -0.35 | 3 |
| 1 Year | 4.34 | 3 |
| 3 Year | 1.21 | 50 |
| 5 Year | 13.57 | 55 |
| 10 Year | 9.83 | 3 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 4.34 |
| 5 Year | 13.56 |
| 10 Year | 9.84 |
| Since Inception | 11.84 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.17 | NA | NA | NA |
| 2024 | 4.57 | -7.78 | 13.55 | 6.19 |
| 2023 | 11.20 | 3.58 | -5.35 | 12.44 |
| 2022 | -16.29 | -22.65 | 0.00 | 0.21 |
| 2021 | 7.47 | 6.07 | -5.01 | -3.11 |
| 2020 | -19.95 | 39.12 | 18.83 | 25.53 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -6.17 | 16.28 | 22.58 | -35.12 | 4.90 | 66.12 | 26.85 | 0.63 | 35.83 | 21.73 | -14.53 |
| % Total Return Rel to Index | -1.90 | -8.74 | -3.66 | -16.91 | -23.77 | 47.72 | -4.63 | 5.02 | 14.04 | 9.79 | -15.92 |
| % Total Return Rel to Peer | 2.33 | 4.35 | 6.50 | -15.60 | -14.40 | 47.13 | 1.42 | 11.41 | 20.23 | 5.78 | -9.80 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 2.00 | 1.00 | 1.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.20 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 1.30 | 1.06 | 0.03 | 1.50 | 0.00 | 0.26 | 0.00 |
| Expense Ratio | 0.00 | 1.05 | 1.06 | 1.06 | 1.05 | 1.08 | 1.10 | 1.10 | 1.10 | 1.10 | 1.10 |
* 1 = Top 20%, 5 = Bottom 20%