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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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