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Baron Opportunity Fund Retail Shs: (MF: BIOPX)
(NASDAQ Mutual Funds) As of Apr 22, 2024 08:00 PM ET
$37.24 USD
+0.40 (1.09%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.24 | 29 |
| 3 months | 15.24 | 29 |
| 6 months | 32.57 | 45 |
| 1 Year | 46.26 | 35 |
| 3 Year | 2.99 | 72 |
| 5 Year | 19.17 | 34 |
| 10 Year | 15.51 | 53 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 291.45 |
| Bear Market (10/07 - 2/09) | -54.39 |
| Bull Market (2/09 - 3/21) | 1,272.60 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 46.26 |
| 5 Year | 19.17 |
| 10 Year | 15.51 |
| Since Inception | 9.52 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 15.24 | NA | NA | NA |
| 2023 | 17.84 | 16.25 | -5.10 | 15.03 |
| 2022 | -16.07 | -27.02 | -2.40 | -4.57 |
| 2021 | 0.82 | 10.05 | -2.09 | 3.11 |
| 2020 | -6.73 | 39.66 | 17.85 | 22.96 |
| 2019 | 21.34 | 6.11 | -4.56 | 14.17 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.24 | 49.55 | -42.96 | 12.02 | 88.77 | 40.31 | 8.07 | 40.51 | -4.84 | 1.21 | -1.67 |
| % Total Return Rel to Index | 4.69 | 23.30 | -24.75 | -16.65 | 70.37 | 8.82 | 12.47 | 18.71 | -16.78 | -0.17 | -15.32 |
| % Total Return Rel to Peer | 2.65 | 2.10 | -5.87 | -6.00 | 39.39 | 2.09 | 11.94 | 6.05 | -15.51 | -2.72 | -12.11 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 5.00 | 4.00 | 1.00 | 3.00 | 1.00 | 2.00 | 5.00 | 4.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 3.61 | 2.79 | 1.68 | 0.93 | 2.65 | 1.89 | 1.82 | 1.03 |
| Expense Ratio | 0.00 | 1.32 | 1.31 | 1.31 | 1.34 | 1.34 | 1.37 | 1.41 | 1.41 | 1.38 | 1.35 |
* 1 = Top 20%, 5 = Bottom 20%