Nasdaq - Delayed Quote USD
Baron FinTech Fund (BFINX)
17.83
-0.05
(-0.28%)
At close: May 23 at 8:00:07 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.35% |
| 5y Average Return | 10.96% |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
| Best 1Y Total Return (May 22, 2025) | 46.90% |
| Worst 1Y Total Return (May 22, 2025) | -- |
| Best 3Y Total Return | 46.90% |
| Worst 3Y Total Return | -0.95% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BFINX
Category
- YTD
- -0.98%
- 12.31%
- 1-Month
- 0.41%
- 6.23%
- 3-Month
- -6.55%
- 8.63%
- 1-Year
- 22.44%
- 53.90%
- 3-Year
- 12.32%
- 27.50%
- 5-Year
- 11.61%
- 28.80%
- 10-Year
- 0.00%
- 18.74%
- Last Bull Market
- 31.81%
- 24.03%
- Last Bear Market
- -22.51%
- -20.41%
Annual Total Return (%) History
Year
BFINX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -1.39% | -- | -- | -- |
| 2024 | 6.32% | -2.34% | 12.45% | 5.23% |
| 2023 | 4.78% | 5.25% | 1.14% | 13.82% |
| 2022 | -16.69% | -22.51% | -1.76% | 4.92% |
| 2021 | -1.36% | 16.70% | 2.66% | -2.65% |
| 2020 | -12.50% | 31.89% | 12.05% | 13.61% |
Rank in Category (By Total Return)
| YTD | 11 |
| 1-Month | 77 |
| 3-Month | 13 |
| 1-Year | 8 |
| 3-Year | 46 |
| 5-Year | 67 |
Load Adjusted Returns
| 1-Year | 22.44% |
| 3-Year | 12.32% |
| 5-Year | 11.61% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 3.35% |
| 5y Average Return | 10.96% |
| Rank in Category (ytd) | 11 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.11 |
| Morningstar Risk Rating |
Fund Overview
| Category | Technology |
| Fund Family | Baron Capital Group, Inc. |
| Net Assets | 67.34M |
| YTD Return | -0.98% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 31, 2019 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets in securities of companies that develop, use, or rely on innovative technologies or services, in a significant way, for banking, lending, capital markets, financial data analytics, insurance, payments, asset management, or wealth management. It may purchase securities of companies of any market capitalization and may invest in foreign stocks, including emerging market securities. The fund is non-diversified.
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