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Baron Health Care Fund Institutional Shares: (MF: BHCHX)
(NASDAQ Mutual Funds) As of Aug 1, 2025 08:00 PM ET
$17.69 USD
+0.03 (0.17%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -7.47 | 90 |
| 3 months | -5.06 | 70 |
| 6 months | -7.47 | 90 |
| 1 Year | -11.48 | 85 |
| 3 Year | 0.83 | 85 |
| 5 Year | 4.68 | 46 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | -11.48 |
| 5 Year | 4.67 |
| 10 Year | NA |
| Since Inception | 8.84 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -2.54 | -5.06 | NA | NA |
| 2024 | 8.92 | -2.55 | 5.80 | -9.57 |
| 2023 | -3.68 | 9.22 | -6.05 | 7.68 |
| 2022 | -9.93 | -10.00 | -6.01 | 9.08 |
| 2021 | 0.58 | 11.42 | 1.16 | 2.05 |
| 2020 | -9.36 | 24.68 | 11.64 | 17.08 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| % Total Return | -7.47 | 1.55 | 6.42 | -16.89 | 15.70 | 47.71 | 35.57 |
| % Total Return Rel to Index | -13.68 | -23.47 | -19.82 | 1.30 | -12.97 | 29.31 | 4.08 |
| % Total Return Rel to Peer | -4.56 | -1.06 | 0.65 | -7.48 | 7.02 | 26.44 | 8.88 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 2.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.47 | 0.48 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.30 | 0.18 | 0.00 |
| Expense Ratio | 0.00 | 0.85 | 0.85 | 0.85 | 0.85 | 0.85 | 0.85 |
* 1 = Top 20%, 5 = Bottom 20%