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Baron Health Care Fund Institutional Shares: (MF: BHCHX)

(NASDAQ Mutual Funds) As of Sep 10, 2026 05:48 PM ET

$22.52 USD

-0.13 (-0.57%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 3.95 73
3 months 12.48 27
6 months 5.69 50
1 Year 25.03 73
3 Year 5.49 91
5 Year 0.66 92
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 Jul 31, 2026

1 Year 24.18
5 Year 1.27
10 Year NA
Since Inception 10.61

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -6.96 11.99 NA NA
2025 -2.54 -5.06 5.38 13.09
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

Annual Return

20262025202420232022202120202019
% Total Return 3.9510.281.556.42-16.8915.7047.7135.57
% Total Return Rel to Index -6.01-7.94-23.47-19.821.30-12.9729.314.08
% Total Return Rel to Peer -4.16-10.38-1.060.65-7.487.0226.448.88
% Perf Quintile vs Peer* 4.005.003.002.005.002.001.001.00
% Dividends 0.000.000.090.000.000.000.000.00
% Yield 0.000.000.470.000.000.000.000.00
Capital Gains ($) 0.000.000.000.000.000.300.180.00
Expense Ratio 0.000.850.850.850.850.850.850.85

* 1 = Top 20%, 5 = Bottom 20%