Nasdaq - Delayed Quote USD
Baron Health Care Fund (BHCUX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 12.10% |
| 5y Average Return | 14.37% |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Oct 17, 2024) | 47.76% |
| Worst 1Y Total Return (Oct 17, 2024) | -- |
| Best 3Y Total Return | 47.76% |
| Worst 3Y Total Return | 0.79% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BHCUX
Category
- YTD
- 12.26%
- 7.95%
- 1-Month
- -0.72%
- 4.81%
- 3-Month
- 5.81%
- 7.18%
- 1-Year
- 20.89%
- 30.16%
- 3-Year
- 0.45%
- 16.10%
- 5-Year
- 14.90%
- 15.71%
- 10-Year
- 0.00%
- 15.27%
- Last Bull Market
- 21.29%
- 23.06%
- Last Bear Market
- -9.95%
- -13.88%
Annual Total Return (%) History
Year
BHCUX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 8.87% | -2.56% | 5.81% | -- |
| 2023 | -3.74% | 9.29% | -6.05% | 7.69% |
| 2022 | -9.98% | -9.95% | -6.07% | 9.15% |
| 2021 | 0.64% | 11.37% | 1.18% | 2.10% |
| 2020 | -9.30% | 24.68% | 11.64% | 17.03% |
| 2019 | 15.02% | 6.39% | -6.01% | 17.90% |
| 2018 | 10.69% | -17.93% | -- | -- |
Rank in Category (By Total Return)
| YTD | 45 |
| 1-Month | 29 |
| 3-Month | 59 |
| 1-Year | 58 |
| 3-Year | 59 |
| 5-Year | 4 |
Load Adjusted Returns
| 1-Year | 20.89% |
| 3-Year | 0.45% |
| 5-Year | 14.90% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 12.10% |
| 5y Average Return | 14.37% |
| Rank in Category (ytd) | 45 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.79 |
| Morningstar Risk Rating |
Fund Overview
| Category | Health |
| Fund Family | Baron Capital Group, Inc. |
| Net Assets | 238.3M |
| YTD Return | 12.26% |
| Yield | 0.44% |
| Morningstar Rating | |
| Inception Date | Apr 30, 2018 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets in equity securities in the form of common stock of companies engaged in the research, development, production, sale, delivery or distribution of products and services related to the health care industry. The Adviser uses various criteria to determine whether an issuer is engaged in activities related to the health care industry. It is non-diversified.
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