Nasdaq - Delayed Quote • USD
Baron Growth R6 (BGRUX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -2.23% |
| 5y Average Return | 9.19% |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 8, 2024) | 40.50% |
| Worst 1Y Total Return (May 8, 2024) | -- |
| Best 3Y Total Return | 40.50% |
| Worst 3Y Total Return | 2.34% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BGRUX
Category
- YTD
- -5.07%
- 10.80%
- 1-Month
- -10.04%
- 4.43%
- 3-Month
- -5.89%
- 7.00%
- 1-Year
- 0.81%
- 48.17%
- 3-Year
- -1.85%
- 21.26%
- 5-Year
- 8.07%
- 20.18%
- 10-Year
- 9.92%
- 14.07%
- Last Bull Market
- 20.94%
- 27.14%
- Last Bear Market
- -18.69%
- -21.26%
Annual Total Return (%) History
Year
BGRUX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 5.52% | -- | -- | -- |
| 2023 | 7.88% | 2.71% | -3.66% | 7.70% |
| 2022 | -13.33% | -18.69% | -1.61% | 11.93% |
| 2021 | 0.94% | 7.79% | 3.64% | 6.55% |
| 2020 | -22.30% | 27.47% | 10.93% | 21.11% |
| 2019 | 21.67% | 7.02% | -0.69% | 8.65% |
| 2018 | 2.47% | 8.01% | 7.94% | -18.53% |
| 2017 | 10.39% | 6.08% | 3.21% | 5.37% |
| 2016 | 3.38% | 2.58% | -0.06% | -- |
Rank in Category (By Total Return)
| YTD | 96 |
| 1-Month | 97 |
| 3-Month | 100 |
| 1-Year | 98 |
| 3-Year | 52 |
| 5-Year | 59 |
Load Adjusted Returns
| 1-Year | 0.81% |
| 3-Year | -1.85% |
| 5-Year | 8.07% |
| 10-Year | 9.92% |
Performance & Risk
| YTD Return | -2.23% |
| 5y Average Return | 9.19% |
| Rank in Category (ytd) | 96 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Baron Capital Group, Inc. |
| Net Assets | 7.14B |
| YTD Return | -5.07% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | May 29, 2009 |
Fund Summary
The fund invests for the long term primarily 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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