Nasdaq - Delayed Quote • USD
Baron Health Care Fund (BHCHX)
At close: 8:00 PM EDT
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets in equity securities in the form of common stock of companies engaged in the research, development, production, sale, delivery or distribution of products and services related to the health care industry. The Adviser uses various criteria to determine whether an issuer is engaged in activities related to the health care industry. It is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 47.72% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | 11.52% |
| 5y Average Return | 14.87% |
| Rank in Category (ytd) | 49 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.80 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BHCHX | Category Average | BHCHX | Category Average | BHCHX | Category Average | |
| Alpha | -5.3 | 0.04 | 4.02 | 0.03 | -- | 0.07 |
| BETA | 0.8 | 0.01 | 0.78 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.08 | 0.01 | 1.22 | 0.01 | -- | 0.01 |
| R-squared | 61.09 | 0.6 | 58.22 | 0.52 | -- | 0.5 |
| Standard Deviation | 17.05 | 0.21 | 17.62 | 0.19 | -- | 0.17 |
| Sharpe Ratio | -0.16 | 0.01 | 0.69 | 0.01 | -- | 0.01 |
| Treynor Ratio | -5.25 | 0.17 | 14.83 | 0.16 | -- | 0.18 |
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