Nasdaq - Delayed Quote USD
Baron Discovery Fund (BDFFX)
32.33
-0.32
(-0.98%)
At close: January 10 at 6:46:36 PM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 65.71% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 3.22% |
| 5y Average Return | 10.42% |
| Rank in Category (ytd) | 32 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.20 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BDFFX | Category Average | BDFFX | Category Average | BDFFX | Category Average | |
| Alpha | -10.78 | -0.02 | -4.73 | 0.01 | -2.76 | -0.02 |
| BETA | 1.2 | 0.01 | 1.18 | 0.01 | 1.2 | 0.01 |
| Mean Annual Return | 0.04 | 0.02 | 1.07 | 0.02 | 1.09 | 0.01 |
| R-squared | 63.41 | 0.78 | 65.23 | 0.73 | 63.63 | 0.73 |
| Standard Deviation | 26.16 | 0.26 | 26.5 | 0.21 | 23.05 | 0.19 |
| Sharpe Ratio | -0.14 | 0.01 | 0.38 | 0.01 | 0.49 | 0.01 |
| Treynor Ratio | -5.91 | 0.15 | 6.04 | 0.17 | 7.61 | 0.11 |
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