Nasdaq - Delayed Quote USD

Baron Opportunity Fund (BIOUX)

52.86
+0.31
+(0.59%)
At close: 8:00:07 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.98%
5y Average Return 17.03%
Number of Years Up 7
Number of Years Down 1
Best 1Y Total Return (Jun 6, 2025) 89.34%
Worst 1Y Total Return (Jun 6, 2025) --
Best 3Y Total Return 89.34%
Worst 3Y Total Return -1.26%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BIOUX
Category
YTD
1.44%
12.38%
1-Month
12.14%
5.09%
3-Month
2.81%
10.28%
1-Year
27.90%
41.70%
3-Year
22.71%
22.56%
5-Year
16.97%
21.98%
10-Year
17.64%
15.99%
Last Bull Market
28.41%
25.99%
Last Bear Market
-26.97%
-17.29%

Annual Total Return (%) History

Year
BIOUX
Category
2025
--
--
2024
40.26%
--
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
2025 -11.97% -- -- --
2024 15.32% 4.43% 4.06% 11.93%
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 39
1-Month 7
3-Month 18
1-Year 7
3-Year 6
5-Year 18

Load Adjusted Returns

1-Year 27.90%
3-Year 22.71%
5-Year 16.97%
10-Year 17.64%

Performance & Risk

YTD Return 3.98%
5y Average Return 17.03%
Rank in Category (ytd) 39
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.17
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Baron Capital Group, Inc.
Net Assets 1.54B
YTD Return 1.44%
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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