Nasdaq - Delayed Quote USD
Baron Small Cap R6 (BSCUX)
35.27
+0.76
+(2.20%)
At close: 8:00:07 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.42% |
| 5y Average Return | 10.23% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Jan 17, 2025) | 40.69% |
| Worst 1Y Total Return (Jan 17, 2025) | -- |
| Best 3Y Total Return | 40.69% |
| Worst 3Y Total Return | -0.12% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BSCUX
Category
- YTD
- 13.59%
- 12.40%
- 1-Month
- -7.43%
- 3.37%
- 3-Month
- -0.99%
- 4.88%
- 1-Year
- 13.59%
- 55.69%
- 3-Year
- -0.12%
- 19.34%
- 5-Year
- 10.17%
- 20.72%
- 10-Year
- 10.47%
- 13.98%
- Last Bull Market
- 19.03%
- 27.85%
- Last Bear Market
- -18.60%
- -24.06%
Annual Total Return (%) History
Year
BSCUX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 11.81% | -6.43% | 9.65% | -0.99% |
| 2023 | 9.44% | 6.49% | -3.11% | 12.65% |
| 2022 | -15.66% | -18.60% | -3.64% | 4.24% |
| 2021 | 2.67% | 6.35% | 1.32% | 4.69% |
| 2020 | -23.34% | 35.79% | 14.94% | 17.59% |
| 2019 | 23.18% | 4.95% | -4.68% | 9.47% |
| 2018 | 2.90% | 6.46% | 8.71% | -22.02% |
| 2017 | 8.55% | 6.71% | 4.50% | 5.25% |
| 2016 | 5.00% | 6.50% | 1.38% | -- |
Rank in Category (By Total Return)
| YTD | 52 |
| 1-Month | 51 |
| 3-Month | 80 |
| 1-Year | 52 |
| 3-Year | 44 |
| 5-Year | 26 |
Load Adjusted Returns
| 1-Year | 13.59% |
| 3-Year | -0.12% |
| 5-Year | 10.17% |
| 10-Year | 10.47% |
Performance & Risk
| YTD Return | 4.42% |
| 5y Average Return | 10.23% |
| Rank in Category (ytd) | 52 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.22 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Baron Capital Group, Inc. |
| Net Assets | 4.34B |
| YTD Return | 13.59% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Sep 30, 1997 |
Fund Summary
The fund invests 80% of its net assets in equity securities in the form of common stock of U.S. small-sized growth companies. BAMCO, Inc. ("BAMCO" or the "Adviser") defines small-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to $2.5 billion, whichever is larger.
Related Tickers
BIPIX ProFunds Biotechnology UltraSector Fund
45.80
+4.30%
BIPSX ProFunds Biotechnology UltraSector Fund
23.89
+4.28%
UMPIX ProFunds UltraMid Cap Fund
73.98
+3.22%
UMPSX ProFunds UltraMid Cap Fund
57.08
+3.22%
UPAAX Upright Assets Allocation Plus
15.22
+3.05%
UPDDX Upright Growth & Income
21.06
+2.93%
BDFIX Baron Discovery Fund
35.09
+2.84%
BDFFX Baron Discovery Fund
34.07
+2.84%
QSMRX AQR Small Cap Momentum Style R6
20.04
+2.61%
ASMOX AQR Small Cap Momentum Style I
20.17
+2.59%
ASMNX AQR Small Cap Momentum Style N
20.18
+2.59%
INIIX VanEck International Investors Gold I
16.24
+2.59%
HFCGX Hennessy Cornerstone Growth Investor
34.09
+2.59%
HICGX Hennessy Cornerstone Growth Inst
35.62
+2.56%
RYCYX Rydex Dow 2x Strategy C
148.12
+2.51%
WCMSX WCM International Small Cap Growth Instl
21.25
+2.51%
RYLDX Rydex Dow 2x Strategy A
179.48
+2.51%
RYCVX Rydex Dow 2x Strategy H
178.71
+2.51%
PRHSX T. Rowe Price Health Sciences
82.73
+2.50%
MSSGX Morgan Stanley Inst Inception I
16.80
+2.50%
THISX T. Rowe Price Health Sciences I
82.93
+2.50%
MFLLX Morgan Stanley Inst Inception R6
16.99
+2.47%
RYMDX Rydex Mid-Cap 1.5x Strategy H
142.93
+2.44%
RYAHX Rydex Mid-Cap 1.5x Strategy A
142.27
+2.44%
UDPIX ProFunds Ultra Dow 30 ProFund
84.27
+2.43%
APHDX Artisan Global Discovery Fund
22.46
+2.42%
FNORX Fidelity Nordic
58.50
+2.42%
APFDX Artisan Global Discovery Fund
22.16
+2.40%
APDDX Artisan Global Discovery Fund
22.26
+2.39%
QISGX Federated Hermes MDT Small Cap Growth IS
29.29
+2.38%
QASGX Federated Hermes MDT Small Cap Growth A
27.14
+2.38%
FSMEX Fidelity Select Medical Tech and Devcs
66.96
+2.34%
FGRSX Federated Hermes Intl Leaders R6
36.58
+2.32%
LCMGX Lord Abbett Micro Cap Growth Fund
21.22
+2.31%
LMIYX Lord Abbett Micro Cap Growth I
22.18
+2.31%
LFMGX Lord Abbett Micro Cap Growth F
22.18
+2.31%
SSYGX BNY Mellon Small Cap Gr Y
43.48
+2.31%
FGFLX Federated Hermes Intl Leaders IS
36.63
+2.29%
SSETX BNY Mellon Small Cap Gr I
43.34
+2.29%
PHLQX PGIM Jennison Health Sciences R6
44.75
+2.29%
FTXAX FullerThaler Behavioral Sm-Cp Gr A
50.58
+2.29%
LAMGX Lord Abbett Micro Cap Growth A
17.91
+2.28%
PHLAX PGIM Jennison Health Sciences A
34.57
+2.28%
PJHRX PGIM Jennison Health Sciences R
31.88
+2.28%
FTXCX FullerThaler Behavioral Sm-Cp Gr C
48.96
+2.28%
BUFIX Buffalo International
21.58
+2.27%
FTXFX FullerThaler Behavioral Sm-Cp Gr R6
52.16
+2.27%
BUIIX Buffalo International Institutional
21.59
+2.27%
MNOWX Manning & Napier Overseas Series W
33.76
+2.27%
FSPHX Fidelity Select Health Care
28.38
+2.27%
PHSZX PGIM Jennison Health Sciences Z
44.30
+2.26%
FTXNX FullerThaler Behavioral Sm-Cp Gr Inv
50.74
+2.26%
FTXSX FullerThaler Behavioral Sm-Cp GrInstl
51.80
+2.25%
MNOZX Manning & Napier Overseas Series Z
33.66
+2.25%
MNOSX Manning & Napier Overseas Series S
33.69
+2.25%
NEAGX Needham Aggressive Growth Retail
49.71
+2.24%
NEAIX Needham Aggressive Growth Institutional
52.50
+2.24%
BHCHX Baron Health Care Fund
20.12
+2.24%
BSFIX Baron Small Cap Instl
35.29
+2.23%
TAVZX Third Avenue Value Z
59.70
+2.23%
TAVFX Third Avenue Value Instl
59.74
+2.22%
PVIVX Paradigm Micro-Cap
59.77
+2.22%
TVFVX Third Avenue Value Investor
60.26
+2.22%
BSCFX Baron Small Cap Retail
32.24
+2.22%
BHCFX Baron Health Care Fund
19.83
+2.22%
WGROX Wasatch Core Growth
95.77
+2.21%
WIGRX Wasatch Core Growth Institutional
97.89
+2.20%
BHCUX Baron Health Care Fund
20.11
+2.18%
FBTTX Fidelity Advisor Biotechnology Fund
24.24
+2.15%
LSSNX Loomis Sayles Small Cap Growth N
31.40
+2.15%
FBTAX Fidelity Advisor Biotechnology Fund
26.65
+2.15%
ISCIX Federated Hermes Intl Small-Mid Co IS
41.07
+2.14%
BUISX Buffalo Small Cap Growth Institutional
15.78
+2.14%
FMPFX Nuveen Small Cap Growth Opp R6
38.45
+2.02%
ISCAX Federated Hermes Intl Small-Mid Co A
39.78
+2.13%
FBTIX Fidelity Advisor Biotechnology Fund
29.27
+2.13%
ISCCX Federated Hermes Intl Small-Mid Co C
26.88
+2.13%
FIJYX Fidelity Advisor Biotechnology Z
29.32
+2.12%
BRUSX Bridgeway Ultra-Small Company
33.81
+2.11%
TARKX Tarkio
30.63
+2.10%
GSXIX abrdn US Small Cap Equity Inst Svc
43.32
+2.10%
FIIIX Fidelity Advisor International Growth I
21.01
+2.09%
BCSVX Brown Capital Management International Small Company Fund
24.93
+2.09%
FZAJX Fidelity Advisor International Growth Z
21.02
+2.09%
NWKCX Nationwide Geneva Small Cap Gr R6
92.41
+2.09%
NWKDX Nationwide Geneva Small Cap Gr Instl Svc
91.00
+2.09%
NWHZX Nationwide Geneva Small Cap Gr A
86.16
+2.09%
FSHCX Fidelity Select Health Care Svcs Port
107.22
+2.09%
GSCIX abrdn US Small Cap Equity Inst
43.60
+2.08%
FPHAX Fidelity Select Pharmaceuticals Port
24.99
+2.08%
FIGFX Fidelity International Growth
21.07
+2.08%
BCSFX Brown Capital Management International Small Company Fund
25.52
+2.08%
VRREX Virtus Duff & Phelps Real Estate Secs R6
19.14
+2.08%
CSMCX Congress Small Cap Growth Institutional
49.13
+2.08%
FOSFX Fidelity Overseas
65.38
+2.08%
DVSMX Driehaus Small Cap Growth Investor
24.12
+2.07%
DNSMX Driehaus Small Cap Growth Institutional
24.62
+2.07%
FOSKX Fidelity Overseas K
65.00
+2.07%
FAOSX Fidelity Advisor Overseas Z
33.55
+2.07%