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Baron Small Cap Fund: (MF: BSCFX)
(NASDAQ Mutual Funds) As of Jul 16, 2025 08:00 PM ET
$30.35 USD
+0.38 (1.27%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.26 | 24 |
| 3 months | 10.30 | 25 |
| 6 months | 0.26 | 24 |
| 1 Year | 8.73 | 25 |
| 3 Year | 13.08 | 15 |
| 5 Year | 9.10 | 66 |
| 10 Year | 9.79 | 7 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 142.02 |
| Bear Market (10/07 - 2/09) | -51.52 |
| Bull Market (2/09 - 3/21) | 742.55 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 8.73 |
| 5 Year | 9.10 |
| 10 Year | 9.79 |
| Since Inception | 9.95 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -9.10 | 10.30 | NA | NA |
| 2024 | 11.73 | -6.50 | 9.61 | -1.07 |
| 2023 | 9.37 | 6.38 | -3.14 | 12.57 |
| 2022 | -15.72 | -18.65 | -3.70 | 4.18 |
| 2021 | 2.60 | 6.29 | 1.24 | 4.62 |
| 2020 | -23.36 | 35.64 | 14.87 | 17.53 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.26 | 13.28 | 26.87 | -31.22 | 15.53 | 40.35 | 34.50 | -7.39 | 27.15 | 9.93 | -5.25 |
| % Total Return Rel to Index | -5.94 | -11.74 | 0.63 | -13.01 | -13.14 | 21.94 | 3.01 | -3.00 | 5.35 | -2.00 | -6.64 |
| % Total Return Rel to Peer | 2.05 | 1.35 | 10.80 | -11.70 | -3.78 | 21.35 | 9.06 | 3.37 | 11.55 | -6.01 | -0.52 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 1.00 | 2.00 | 1.00 | 4.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 4.22 | 0.92 | 1.45 | 4.72 | 4.12 | 2.82 | 2.61 | 3.85 | 5.68 | 3.41 |
| Expense Ratio | 1.31 | 1.30 | 1.31 | 1.30 | 1.29 | 1.31 | 1.31 | 1.30 | 1.31 | 1.32 | 1.30 |
* 1 = Top 20%, 5 = Bottom 20%