Nasdaq - Delayed Quote USD

Baron Small Cap Instl (BSFIX)

36.49 +0.20 (+0.55%)
At close: 6:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 10.52%
5y Average Return 10.99%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Sep 13, 2024) 40.68%
Worst 1Y Total Return (Sep 13, 2024) --
Best 3Y Total Return 40.68%
Worst 3Y Total Return 0.52%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BSFIX
Category
YTD
11.20%
12.40%
1-Month
1.06%
3.37%
3-Month
4.85%
4.88%
1-Year
18.66%
55.69%
3-Year
-1.01%
19.34%
5-Year
11.28%
20.72%
10-Year
10.36%
13.98%
Last Bull Market
35.94%
27.85%
Last Bear Market
-18.60%
-24.06%

Annual Total Return (%) History

Year
BSFIX
Category
2024
--
--
2023
27.19%
--
2022
-31.05%
--
2021
15.84%
--
2020
40.68%
38.62%
2019
34.87%
27.68%
2018
-7.13%
-5.76%
2017
27.45%
21.50%

2016
10.26%
11.20%
2015
-5.01%
-2.41%
2014
1.95%
2.44%
2013
38.10%
40.91%
2012
18.30%
13.15%
2011
-1.37%
-3.55%
2010
23.79%
26.98%
2009
--
35.46%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.81% -6.43% -- --
2023 9.44% 6.49% -3.11% 12.64%
2022 -15.68% -18.60% -3.64% 4.24%
2021 2.67% 6.37% 1.32% 4.69%
2020 -23.34% 35.77% 14.94% 17.59%
2019 23.17% 4.95% -4.68% 9.46%
2018 2.86% 6.49% 8.71% -22.01%
2017 8.55% 6.75% 4.50% 5.25%
2016 -2.75% 5.00% 6.50% 1.38%
2015 5.70% -1.31% -12.52% 4.09%

2014 -0.91% 2.89% -4.87% 5.12%
2013 12.66% 1.71% 9.46% 10.10%
2012 13.47% -3.80% 4.69% 3.53%
2011 10.09% 1.56% -21.50% 12.37%
2010 5.44% -7.13% 11.01% 13.88%
2009 13.52% 7.35% -- --

Rank in Category (By Total Return)

YTD 50
1-Month 31
3-Month 73
1-Year 34
3-Year 42
5-Year 25

Load Adjusted Returns

1-Year 18.66%
3-Year -1.01%
5-Year 11.28%
10-Year 10.36%

Performance & Risk

YTD Return 10.52%
5y Average Return 10.99%
Rank in Category (ytd) 50
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.17
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Baron Capital Group, Inc.
Net Assets 4.41B
YTD Return 11.20%
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.

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