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Baron Opportunity Fund Inst Shs: (MF: BIOIX)

(NASDAQ Mutual Funds) As of May 22, 2026 05:19 PM ET

$62.04 USD

+0.14 (0.23%)

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 Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 0.79 80
3 months 4.27 32
6 months 1.39 70
1 Year 33.39 17
3 Year 29.83 2
5 Year 8.78 55
10 Year 21.11 1

* 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 Apr 30, 2026

1 Year 23.93
5 Year 7.87
10 Year 20.00
Since Inception 16.88

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -8.87 NA NA NA
2025 -11.96 23.27 5.44 4.63
2024 15.33 4.43 4.04 11.92
2023 17.96 16.31 -5.03 15.10
2022 -16.02 -26.95 -2.38 -4.53
2021 0.87 10.14 -2.03 3.17

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.7919.7340.2549.98-42.8312.3189.3040.628.3740.88-4.56
% Total Return Rel to Index -4.541.5115.2223.73-24.62-16.3770.909.1312.7619.08-16.50
% Total Return Rel to Peer -5.217.0220.8526.98-23.13-9.7469.3912.2015.2320.20-12.38
% Perf Quintile vs Peer* 4.004.001.001.005.005.001.001.001.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.002.292.330.000.003.612.791.680.932.651.89
Expense Ratio 0.001.051.051.061.051.051.081.091.111.141.13

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