Nasdaq - Delayed Quote USD

Baron Discovery Fund (BDFIX)

27.18 -0.10 (-0.37%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -2.96%
5y Average Return 8.66%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (May 31, 2024) 66.13%
Worst 1Y Total Return (May 31, 2024) --
Best 3Y Total Return 66.13%
Worst 3Y Total Return -5.86%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BDFIX
Category
YTD
-4.43%
12.40%
1-Month
-8.60%
3.37%
3-Month
-2.30%
4.88%
1-Year
10.12%
55.69%
3-Year
-11.06%
19.34%
5-Year
6.34%
20.72%
10-Year
10.48%
13.98%
Last Bull Market
30.47%
27.85%
Last Bear Market
-22.66%
-24.06%

Annual Total Return (%) History

Year
BDFIX
Category
2024
--
--
2023
22.58%
--
2022
-35.12%
--
2021
4.89%
--
2020
66.13%
38.62%
2019
26.85%
27.68%
2018
0.64%
-5.76%
2017
35.83%
21.50%

2016
21.73%
11.20%
2015
-14.53%
-2.41%
2014
13.80%
2.44%
2013
--
40.91%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.57% -- -- --
2023 11.20% 3.58% -5.36% 12.44%
2022 -16.30% -22.66% 0.00% 0.22%
2021 7.47% 6.07% -5.02% -3.13%
2020 -19.95% 39.12% 18.83% 25.54%
2019 19.72% 1.08% -4.84% 10.16%
2018 -1.26% 16.82% 13.83% -23.36%
2017 11.70% 11.60% 5.41% 3.37%
2016 -4.23% 10.16% 15.38% 0.00%
2015 6.78% -1.69% -19.80% 1.52%

2014 9.08% 1.65% -9.51% 13.41%
2013 16.70% -- -- --

Rank in Category (By Total Return)

YTD 93
1-Month 92
3-Month 95
1-Year 63
3-Year 86
5-Year 50

Load Adjusted Returns

1-Year 10.12%
3-Year -11.06%
5-Year 6.34%
10-Year 10.48%

Performance & Risk

YTD Return -2.96%
5y Average Return 8.66%
Rank in Category (ytd) 93
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Baron Capital Group, Inc.
Net Assets 1.4B
YTD Return -4.43%
Yield 0.00%
Morningstar Rating
Inception Date Aug 31, 2016

Fund Summary

The fund is a diversified fund that invests for the long term primarily in equity securities in the form of common stock of U.S. small-sized growth companies. The Adviser seeks to invest in businesses the adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.

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