Nasdaq - Delayed Quote USD

Baron Global Advantage Fund (BGAFX)

40.46
-0.10
(-0.25%)
At close: 8:04:13 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.78%
5y Average Return 4.86%
Number of Years Up 8
Number of Years Down 4
Best 1Y Total Return (May 14, 2025) 79.01%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 79.01%
Worst 3Y Total Return -15.23%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BGAFX
Category
YTD
-4.86%
9.95%
1-Month
5.08%
2.98%
3-Month
-9.40%
8.22%
1-Year
22.28%
40.81%
3-Year
5.40%
19.17%
5-Year
4.41%
18.49%
10-Year
9.63%
11.83%
Last Bull Market
29.12%
21.12%
Last Bear Market
-32.39%
-20.34%

Annual Total Return (%) History

Year
BGAFX
Category
2025
--
--
2024
26.09%
--
2023
25.26%
--
2022
-51.69%
--
2021
0.66%
--
2020
79.01%
32.67%
2019
45.07%
30.40%
2018
-3.89%
-7.79%

2017
49.60%
30.22%
2016
-1.15%
2.42%
2015
-1.72%
1.26%
2014
5.11%
2.65%
2013
29.78%
26.44%
2012
--
18.01%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -9.45% -- -- --
2024 3.52% 3.30% 5.45% 11.81%
2023 9.34% 6.34% -6.11% 14.72%
2022 -22.81% -32.39% 1.67% -8.95%
2021 -1.89% 11.83% -4.95% -3.47%
2020 -7.67% 46.30% 13.04% 17.24%
2019 26.10% 6.78% -3.94% 12.16%
2018 6.81% 5.55% -0.39% -14.42%
2017 17.02% 7.89% 7.89% 9.82%
2016 -4.96% 0.98% 11.01% -7.22%

2015 2.54% 3.16% -18.31% 13.74%
2014 1.04% 5.05% -2.02% 1.07%
2013 2.02% 0.28% 12.49% 12.77%
2012 7.42% 5.69% -- --

Rank in Category (By Total Return)

YTD 83
1-Month 8
3-Month 86
1-Year 4
3-Year 90
5-Year 99

Load Adjusted Returns

1-Year 22.28%
3-Year 5.40%
5-Year 4.41%
10-Year 9.63%

Performance & Risk

YTD Return 4.78%
5y Average Return 4.86%
Rank in Category (ytd) 83
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.19
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Growth
Fund Family Baron Capital Group, Inc.
Net Assets 540.63M
YTD Return -4.86%
Yield 0.00%
Morningstar Rating
Inception Date Apr 30, 2012

Fund Summary

The fund is a diversified fund that, under normal circumstances, invests primarily in equity securities in the form of common stock of established and emerging markets companies located throughout the world, with capitalizations within the range of companies included in the MSCI ACWI Index Net USD. At all times, it will have investments in equity securities of companies in at least three countries outside of the U.S. Under normal conditions, at least 40% of the fund's net assets will be invested in stocks of companies outside the U.S. (at least 30% if foreign market conditions are not favorable).

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