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Baron Opportunity Fund Retail Shs: (MF: BIOPX)

(NASDAQ Mutual Funds) As of Apr 28, 2026 06:03 PM ET

$53.99 USD

-0.94 (-1.71%)

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 Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD -8.94 71
3 months -8.94 71
6 months -4.78 44
1 Year 23.59 67
3 Year 24.52 47
5 Year 7.59 63
10 Year 19.69 31

* 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) 1,823.07

Load Adjusted Returns as of Mar 31, 2026

1 Year 23.59
5 Year 7.59
10 Year 19.69
Since Inception 9.91

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -8.94 NA NA NA
2025 -12.00 23.19 5.36 4.56
2024 15.25 4.35 3.98 11.85
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return -8.9419.4339.8849.55-42.9612.0288.7740.318.0740.51-4.84
% Total Return Rel to Index -5.641.2114.8623.30-24.75-16.6570.378.8212.4718.71-16.78
% Total Return Rel to Peer -5.83-3.129.842.10-5.87-6.0039.392.0911.946.05-15.51
% Perf Quintile vs Peer* 4.004.001.003.005.004.001.003.001.002.005.00
% 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 0.001.311.311.321.311.311.341.341.371.411.41

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