Nasdaq - Delayed Quote USD
Baron Opportunity Fund (BIOPX)
40.65
+0.21
+(0.52%)
At close: 8:04:11 PM EDT
Fund Summary
The fund invests primarily in equity securities in the form of common stock of U.S. high growth businesses of any market capitalization selected for their capital appreciation potential. The Adviser may invest in companies in any sector or industry that the adviser believes will benefit from innovations and advances in technology.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 88.75% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | -14.19% |
| 5y Average Return | 16.17% |
| Rank in Category (ytd) | 90 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.22 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BIOPX | Category Average | BIOPX | Category Average | BIOPX | Category Average | |
| Alpha | -0.98 | 0.03 | -1.36 | 0.04 | 2.57 | 0.01 |
| BETA | 1.22 | 0.01 | 1.2 | 0.01 | 1.14 | 0.01 |
| Mean Annual Return | 0.87 | 0.02 | 1.7 | 0.02 | 1.42 | 0.01 |
| R-squared | 74.19 | 0.89 | 69.06 | 0.87 | 68.34 | 0.87 |
| Standard Deviation | 24.55 | 0.2 | 24.57 | 0.16 | 21.14 | 0.15 |
| Sharpe Ratio | 0.24 | 0.01 | 0.72 | 0.01 | 0.72 | 0.01 |
| Treynor Ratio | 2.57 | 0.21 | 13.4 | 0.21 | 12.27 | 0.15 |
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