Nasdaq - Delayed Quote • USD
Baron International Growth Fund (BIGUX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.58% |
| 5y Average Return | 5.06% |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Sep 9, 2024) | 37.33% |
| Worst 1Y Total Return (Sep 9, 2024) | -- |
| Best 3Y Total Return | 37.33% |
| Worst 3Y Total Return | -4.90% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BIGUX
Category
- YTD
- 7.66%
- 7.01%
- 1-Month
- 2.31%
- 0.44%
- 3-Month
- 4.92%
- 6.77%
- 1-Year
- 10.57%
- 34.50%
- 3-Year
- -6.62%
- 13.81%
- 5-Year
- 5.91%
- 13.83%
- 10-Year
- 5.54%
- 8.22%
- Last Bull Market
- 14.78%
- 17.48%
- Last Bear Market
- -16.19%
- -22.43%
Annual Total Return (%) History
Year
BIGUX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 1.35% | 1.22% | -- | -- |
| 2023 | 3.71% | 3.49% | -6.98% | 7.78% |
| 2022 | -14.62% | -16.19% | -11.51% | 14.85% |
| 2021 | 2.34% | 8.51% | -1.03% | -0.02% |
| 2020 | -21.46% | 28.30% | 9.44% | 18.57% |
| 2019 | 16.74% | 2.66% | -1.03% | 9.08% |
| 2018 | 2.03% | -2.15% | -2.53% | -15.41% |
| 2017 | 10.30% | 6.91% | 8.51% | 7.33% |
| 2016 | -6.23% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 91 |
| 1-Month | 92 |
| 3-Month | 43 |
| 1-Year | 96 |
| 3-Year | 87 |
| 5-Year | 80 |
Load Adjusted Returns
| 1-Year | 10.57% |
| 3-Year | -6.62% |
| 5-Year | 5.91% |
| 10-Year | 5.54% |
Performance & Risk
| YTD Return | 4.58% |
| 5y Average Return | 5.06% |
| Rank in Category (ytd) | 91 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.10 |
| Morningstar Risk Rating |
Fund Overview
| Category | Foreign Large Growth |
| Fund Family | Baron Capital Group, Inc. |
| Net Assets | 346.41M |
| YTD Return | 7.66% |
| Yield | 0.54% |
| Morningstar Rating | |
| Inception Date | May 29, 2009 |
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 non-U.S. growth companies. It seeks to diversify its investments among several developed countries and developing countries throughout the world, although the fund may only invest up to 35% of its net assets in developing countries. Developing countries include countries in the MSCI Emerging Markets (EM) Index, countries in the MSCI Frontier Markets (FM) Index and other countries determined by the Adviser to be developing countries based on classifications.
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