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Nasdaq - Delayed Quote USD

Baron Discovery Fund (BDFFX)

28.84
+0.11
+(0.38%)
At close: 8:04:09 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -9.17%
5y Average Return 11.69%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (Apr 16, 2025) 65.71%
Worst 1Y Total Return (Apr 16, 2025) --
Best 3Y Total Return 65.71%
Worst 3Y Total Return -6.10%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BDFFX
Category
YTD
-6.23%
12.40%
1-Month
-9.19%
3.37%
3-Month
-6.23%
4.88%
1-Year
4.03%
55.69%
3-Year
0.95%
19.34%
5-Year
13.26%
20.72%
10-Year
9.55%
13.98%
Last Bull Market
30.44%
27.85%
Last Bear Market
-22.72%
-24.06%

Annual Total Return (%) History

Year
BDFFX
Category
2025
--
--
2024
15.95%
--
2023
22.28%
--
2022
-35.30%
--
2021
4.63%
--
2020
65.71%
38.62%
2019
26.46%
27.68%
2018
0.42%
-5.76%

2017
35.52%
21.50%
2016
21.40%
11.20%
2015
-14.73%
-2.41%
2014
13.45%
2.44%
2013
--
40.91%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -6.23% -- -- --
2024 4.51% -7.89% 13.52% 6.11%
2023 11.16% 3.47% -5.38% 12.36%
2022 -16.39% -22.72% -0.04% 0.18%
2021 7.40% 5.99% -5.06% -3.19%
2020 -19.97% 39.02% 18.71% 25.48%
2019 19.60% 1.04% -4.90% 10.04%
2018 -1.32% 16.76% 13.78% -23.39%
2017 11.65% 11.57% 5.28% 3.34%
2016 -4.25% 10.12% 15.22% -0.07%

2015 6.72% -1.70% -19.87% 1.44%
2014 8.91% 1.65% -9.60% 13.36%
2013 16.70% -- -- --

Rank in Category (By Total Return)

YTD 11
1-Month 84
3-Month 11
1-Year 6
3-Year 41
5-Year 34

Load Adjusted Returns

1-Year 4.03%
3-Year 0.95%
5-Year 13.26%
10-Year 9.55%

Performance & Risk

YTD Return -9.17%
5y Average Return 11.69%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.19
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Baron Capital Group, Inc.
Net Assets 1.51B
YTD Return -6.23%
Yield 0.00%
Morningstar Rating
Inception Date Sep 30, 2013

Fund Summary

The fund is a diversified fund that invests for the long term primarily in equity securities in the form of common stock of U.S. small-sized growth companies. The Adviser seeks to invest in businesses the adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.

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