Nasdaq - Delayed Quote USD

Baron Opportunity Fund (BIOUX)

54.56 +1.82 (+3.45%)
At close: 8:00:06 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 40.23%
5y Average Return 21.69%
Number of Years Up 6
Number of Years Down 1
Best 1Y Total Return (Dec 10, 2024) 89.34%
Worst 1Y Total Return (Dec 10, 2024) --
Best 3Y Total Return 89.34%
Worst 3Y Total Return -1.26%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BIOUX
Category
YTD
37.97%
12.38%
1-Month
8.90%
5.09%
3-Month
14.85%
10.28%
1-Year
45.51%
41.70%
3-Year
5.05%
22.56%
5-Year
20.59%
21.98%
10-Year
17.99%
15.99%
Last Bull Market
37.95%
25.99%
Last Bear Market
-26.97%
-17.29%

Annual Total Return (%) History

Year
BIOUX
Category
2024
--
--
2023
49.96%
--
2022
-42.83%
--
2021
12.28%
--
2020
89.34%
35.86%
2019
40.63%
31.90%
2018
8.34%
-2.09%
2017
40.95%
27.67%

2016
--
3.23%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 15.32% 4.43% 4.06% --
2023 17.94% 16.33% -5.06% 15.12%
2022 -16.00% -26.97% -2.38% -4.53%
2021 0.88% 10.13% -2.03% 3.15%
2020 -6.60% 39.73% 17.90% 23.05%
2019 21.45% 6.19% -4.51% 14.20%
2018 9.26% 10.14% 7.83% -16.50%
2017 15.16% 11.47% 3.41% 6.17%
2016 -6.11% -- -- --

Rank in Category (By Total Return)

YTD 12
1-Month 14
3-Month 11
1-Year 12
3-Year 83
5-Year 6

Load Adjusted Returns

1-Year 45.51%
3-Year 5.05%
5-Year 20.59%
10-Year 17.99%

Performance & Risk

YTD Return 40.23%
5y Average Return 21.69%
Rank in Category (ytd) 12
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.22
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Baron Capital Group, Inc.
Net Assets 1.49B
YTD Return 37.97%
Yield 0.00%
Morningstar Rating
Inception Date May 29, 2009

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.

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