Nasdaq - Delayed Quote USD

Baron International Growth Institutional (BINIX)

26.67 +0.06 (+0.23%)
At close: 8:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.66%
5y Average Return 5.46%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (May 31, 2024) 37.33%
Worst 1Y Total Return (May 31, 2024) --
Best 3Y Total Return 37.33%
Worst 3Y Total Return -4.91%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BINIX
Category
YTD
-1.31%
7.01%
1-Month
-2.62%
0.44%
3-Month
2.15%
6.77%
1-Year
1.79%
34.50%
3-Year
-7.26%
13.81%
5-Year
3.69%
13.83%
10-Year
5.10%
8.22%
Last Bull Market
14.77%
17.48%
Last Bear Market
-16.18%
-22.43%

Annual Total Return (%) History

Year
BINIX
Category
2024
--
--
2023
7.60%
--
2022
-27.29%
--
2021
9.88%
--
2020
30.83%
25.48%
2019
29.39%
27.83%
2018
-17.68%
-14.08%
2017
37.33%
30.87%

2016
1.35%
-2.14%
2015
1.48%
0.95%
2014
-2.07%
-3.92%
2013
21.89%
18.58%
2012
18.17%
17.70%
2011
-16.13%
-12.30%
2010
24.54%
14.78%
2009
--
38.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.35% -- -- --
2023 3.75% 3.45% -6.98% 7.78%
2022 -14.64% -16.18% -11.51% 14.85%
2021 2.34% 8.51% -1.03% -0.02%
2020 -21.50% 28.37% 9.52% 18.56%
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 -1.54% 1.96% 7.68% -6.23%
2015 2.87% 4.67% -9.96% 4.66%

2014 1.63% 3.82% -6.79% -0.42%
2013 1.66% 1.20% 14.75% 3.25%
2012 16.00% -6.64% 8.06% 0.97%
2011 0.29% 1.32% -19.83% 2.96%
2010 4.67% -9.26% 16.70% 12.36%
2009 21.48% 7.64% -- --

Rank in Category (By Total Return)

YTD 90
1-Month 13
3-Month 55
1-Year 84
3-Year 87
5-Year 80

Load Adjusted Returns

1-Year 1.79%
3-Year -7.26%
5-Year 3.69%
10-Year 5.10%

Performance & Risk

YTD Return 2.66%
5y Average Return 5.46%
Rank in Category (ytd) 90
% 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 349.32M
YTD Return -1.31%
Yield 0.58%
Morningstar Rating
Inception Date Aug 31, 2016

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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