Back to top
Baron Health Care Fund Institutional Shares: (MF: BHCHX)
(NASDAQ Mutual Funds) As of Dec 19, 2025 05:41 PM ET
$21.27 USD
+0.31 (1.48%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.48 | 83 |
| 3 months | 19.57 | 51 |
| 6 months | 25.85 | 46 |
| 1 Year | 6.47 | 84 |
| 3 Year | 6.38 | 70 |
| 5 Year | 5.06 | 70 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | -11.83 |
| 5 Year | 3.47 |
| 10 Year | NA |
| Since Inception | 9.30 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -2.54 | -5.06 | 5.38 | NA |
| 2024 | 8.92 | -2.55 | 5.80 | -9.57 |
| 2023 | -3.68 | 9.22 | -6.05 | 7.68 |
| 2022 | -9.93 | -10.00 | -6.01 | 9.08 |
| 2021 | 0.58 | 11.42 | 1.16 | 2.05 |
| 2020 | -9.36 | 24.68 | 11.64 | 17.08 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| % Total Return | 14.48 | 1.55 | 6.42 | -16.89 | 15.70 | 47.71 | 35.57 |
| % Total Return Rel to Index | -3.01 | -23.47 | -19.82 | 1.30 | -12.97 | 29.31 | 4.08 |
| % Total Return Rel to Peer | -8.49 | -1.06 | 0.65 | -7.48 | 7.02 | 26.44 | 8.88 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 2.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.30 | 0.18 | 0.00 |
| Expense Ratio | 0.85 | 0.85 | 0.85 | 0.85 | 0.85 | 0.85 | 0.85 |
* 1 = Top 20%, 5 = Bottom 20%