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Nasdaq - Delayed Quote USD

Baron Discovery Fund (BDFUX)

30.20
-0.90
(-2.89%)
At close: 8:00:06 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.07%
5y Average Return 12.16%
Number of Years Up 7
Number of Years Down 1
Best 1Y Total Return (Mar 11, 2025) 66.17%
Worst 1Y Total Return (Mar 11, 2025) --
Best 3Y Total Return 66.17%
Worst 3Y Total Return -5.87%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BDFUX
Category
YTD
3.32%
12.40%
1-Month
-4.73%
3.37%
3-Month
-3.83%
4.88%
1-Year
15.12%
55.69%
3-Year
4.84%
19.34%
5-Year
11.09%
20.72%
10-Year
11.03%
13.98%
Last Bull Market
30.71%
27.85%
Last Bear Market
-22.66%
-24.06%

Annual Total Return (%) History

Year
BDFUX
Category
2024
16.28%
--
2023
22.58%
--
2022
-35.14%
--
2021
4.89%
--
2020
66.17%
38.62%
2019
26.85%
27.68%
2018
0.64%
-5.76%
2017
35.85%
21.50%

2016
--
11.20%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.57% -7.78% 13.55% 6.19%
2023 11.25% 3.54% -5.32% 12.40%
2022 -16.32% -22.66% 0.00% 0.22%
2021 7.47% 6.04% -4.99% -3.13%
2020 -19.91% 39.04% 18.83% 25.57%
2019 19.72% 1.08% -4.84% 10.16%
2018 -1.26% 16.82% 13.83% -23.36%
2017 11.70% 11.60% 5.41% 3.38%
2016 0.00% -- -- --

Rank in Category (By Total Return)

YTD 2
1-Month 12
3-Month 1
1-Year 7
3-Year 21
5-Year 24

Load Adjusted Returns

1-Year 15.12%
3-Year 4.84%
5-Year 11.09%
10-Year 11.03%

Performance & Risk

YTD Return -5.07%
5y Average Return 12.16%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.17
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Baron Capital Group, Inc.
Net Assets 1.65B
YTD Return 3.32%
Yield 0.00%
Morningstar Rating
Inception Date Aug 31, 2016

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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