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Baron Health Care Fund (BHCUX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
21.55+0.29 (+1.36%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.10%
5-Year Average Return14.37%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Oct 16, 2024)47.76%
Worst 1 Yr Total Return (Oct 16, 2024)N/A
Best 3-Yr Total Return47.76%
Worst 3-Yr Total Return0.79%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBHCUXCategory
YTD12.26%7.95%
1-Month-0.72%4.81%
3-Month5.81%7.18%
1-Year20.89%30.16%
3-Year0.45%16.10%
5-Year14.90%15.71%
10-Year0.00%15.27%
Last Bull Market21.29%23.06%
Last Bear Market-9.95%-13.88%

Annual Total Return (%) History

Year
BHCUXCategory
2024
N/AN/A
2023
6.42%N/A
2022
-16.90%N/A
2021
15.79%N/A
2020
47.76%27.63%
2019
35.61%26.23%
2018
N/A-0.40%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.87%-2.56%5.81%N/A
2023-3.74%9.29%-6.05%7.69%
2022-9.98%-9.95%-6.07%9.15%
20210.64%11.37%1.18%2.10%
2020-9.30%24.68%11.64%17.03%
201915.02%6.39%-6.01%17.90%
201810.69%-17.93%N/AN/A

Rank In Category (By Total Return)

YTD45
1-Month29
3-Month59
1-Year58
3-Year59
5-Year4

Load Adjusted Returns

1-Year20.89%
3-Year0.45%
5-Year14.90%
10-YearN/A