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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
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 | 66.17% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 1 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BDFUX | Category Average | BDFUX | Category Average | BDFUX | Category Average | |
| Alpha | -7.18 | -0.02 | -6.56 | 0.01 | -2.61 | -0.02 |
| BETA | 1.17 | 0.01 | 1.24 | 0.01 | 1.21 | 0.01 |
| Mean Annual Return | 0.63 | 0.02 | 1.18 | 0.02 | 1.1 | 0.01 |
| R-squared | 65.18 | 0.78 | 66.94 | 0.73 | 63.2 | 0.73 |
| Standard Deviation | 24.44 | 0.26 | 26.8 | 0.21 | 23.12 | 0.19 |
| Sharpe Ratio | 0.13 | 0.01 | 0.43 | 0.01 | 0.49 | 0.01 |
| Treynor Ratio | 0.29 | 0.15 | 6.77 | 0.17 | 7.54 | 0.11 |
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