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Baron Opportunity Fund (BIOUX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
47.91+0.12 (+0.25%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return27.07%
5-Year Average Return20.70%
Number of Years Up6
Number of Years Down1
Best 1 Yr Total Return (Oct 14, 2024)89.34%
Worst 1 Yr Total Return (Oct 14, 2024)N/A
Best 3-Yr Total Return89.34%
Worst 3-Yr Total Return-1.26%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBIOUXCategory
YTD25.31%12.38%
1-Month4.32%5.09%
3-Month4.06%10.28%
1-Year44.26%41.70%
3-Year3.48%22.56%
5-Year21.13%21.98%
10-Year17.21%15.99%
Last Bull Market37.95%25.99%
Last Bear Market-26.97%-17.29%

Annual Total Return (%) History

Year
BIOUXCategory
2024
N/AN/A
2023
49.96%N/A
2022
-42.83%N/A
2021
12.28%N/A
2020
89.34%35.86%
2019
40.63%31.90%
2018
8.34%-2.09%
2017
40.95%27.67%
2016
N/A3.23%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202415.32%4.43%4.06%N/A
202317.94%16.33%-5.06%15.12%
2022-16.00%-26.97%-2.38%-4.53%
20210.88%10.13%-2.03%3.15%
2020-6.60%39.73%17.90%23.05%
201921.45%6.19%-4.51%14.20%
20189.26%10.14%7.83%-16.50%
201715.16%11.47%3.41%6.17%
2016-6.11%N/AN/AN/A

Rank In Category (By Total Return)

YTD26
1-Month7
3-Month39
1-Year18
3-Year86
5-Year5

Load Adjusted Returns

1-Year44.26%
3-Year3.48%
5-Year21.13%
10-Year17.21%