Nasdaq - Delayed Quote USD
Baron Opportunity Fund (BIOUX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 27.07% |
| 5y Average Return | 20.70% |
| Number of Years Up | 6 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Oct 15, 2024) | 89.34% |
| Worst 1Y Total Return (Oct 15, 2024) | -- |
| Best 3Y Total Return | 89.34% |
| Worst 3Y Total Return | -1.26% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BIOUX
Category
- YTD
- 25.31%
- 12.38%
- 1-Month
- 4.32%
- 5.09%
- 3-Month
- 4.06%
- 10.28%
- 1-Year
- 44.26%
- 41.70%
- 3-Year
- 3.48%
- 22.56%
- 5-Year
- 21.13%
- 21.98%
- 10-Year
- 17.21%
- 15.99%
- Last Bull Market
- 37.95%
- 25.99%
- Last Bear Market
- -26.97%
- -17.29%
Annual Total Return (%) History
Year
BIOUX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 15.32% | 4.43% | 4.06% | -- |
| 2023 | 17.94% | 16.33% | -5.06% | 15.12% |
| 2022 | -16.00% | -26.97% | -2.38% | -4.53% |
| 2021 | 0.88% | 10.13% | -2.03% | 3.15% |
| 2020 | -6.60% | 39.73% | 17.90% | 23.05% |
| 2019 | 21.45% | 6.19% | -4.51% | 14.20% |
| 2018 | 9.26% | 10.14% | 7.83% | -16.50% |
| 2017 | 15.16% | 11.47% | 3.41% | 6.17% |
| 2016 | -6.11% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 26 |
| 1-Month | 7 |
| 3-Month | 39 |
| 1-Year | 18 |
| 3-Year | 86 |
| 5-Year | 5 |
Load Adjusted Returns
| 1-Year | 44.26% |
| 3-Year | 3.48% |
| 5-Year | 21.13% |
| 10-Year | 17.21% |
Performance & Risk
| YTD Return | 27.07% |
| 5y Average Return | 20.70% |
| Rank in Category (ytd) | 26 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.21 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Baron Capital Group, Inc. |
| Net Assets | 1.36B |
| YTD Return | 25.31% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | May 29, 2009 |
Fund Summary
The fund invests primarily in equity securities in the form of common stock of U.S. high growth businesses of any market capitalization selected for their capital appreciation potential. The Adviser may invest in companies in any sector or industry that the adviser believes will benefit from innovations and advances in technology.
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