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Nasdaq - Delayed Quote USD

Baron Health Care Fund (BHCUX)

18.17
-0.08
(-0.44%)
At close: 8:00:07 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.19%
5y Average Return 8.36%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (Apr 14, 2025) 47.76%
Worst 1Y Total Return (Apr 14, 2025) --
Best 3Y Total Return 47.76%
Worst 3Y Total Return -3.53%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BHCUX
Category
YTD
-2.55%
7.95%
1-Month
-4.87%
4.81%
3-Month
-2.55%
7.18%
1-Year
-9.14%
30.16%
3-Year
-0.95%
16.10%
5-Year
10.53%
15.71%
10-Year
0.00%
15.27%
Last Bull Market
6.41%
23.06%
Last Bear Market
-9.95%
-13.88%

Annual Total Return (%) History

Year
BHCUX
Category
2025
--
--
2024
1.50%
--
2023
6.42%
--
2022
-16.90%
--
2021
15.79%
--
2020
47.76%
27.63%
2019
35.61%
26.23%
2018
--
-0.40%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.55% -- -- --
2024 8.87% -2.56% 5.81% -9.58%
2023 -3.74% 9.29% -6.05% 7.69%
2022 -9.98% -9.95% -6.07% 9.15%
2021 0.64% 11.37% 1.18% 2.10%
2020 -9.30% 24.68% 11.64% 17.03%
2019 15.02% 6.39% -6.01% 17.90%
2018 10.69% -17.93% -- --

Rank in Category (By Total Return)

YTD 64
1-Month 50
3-Month 64
1-Year 76
3-Year 64
5-Year 23

Load Adjusted Returns

1-Year -9.14%
3-Year -0.95%
5-Year 10.53%
10-Year --

Performance & Risk

YTD Return -5.19%
5y Average Return 8.36%
Rank in Category (ytd) 64
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.74
Morningstar Risk Rating

Fund Overview

Category Health
Fund Family Baron Capital Group, Inc.
Net Assets 169.78M
YTD Return -2.55%
Yield 0.50%
Morningstar Rating
Inception Date Apr 30, 2018

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.

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