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Baron Discovery Retail (BDFFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.06-0.34 (-1.29%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.51%
5-year average return7.20%
Number of years up8
Number of years down2
Best 1-yr total return (13 June 2024)65.71%
Worst 1-yr total return (13 June 2024)N/A
Best 3-yr total return65.71%
Worst 3-yr total return-6.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBDFFXCategory
YTD-3.08%12.40%
1-month1.50%3.37%
3-month-7.07%4.88%
1-year10.91%55.69%
3-year-9.55%19.34%
5-year8.38%20.72%
10-year10.27%13.98%
Last bull market30.30%27.85%
Last bear market-22.72%-24.06%

Annual total return (%) history

Year
BDFFXCategory
2024
N/AN/A
2023
22.28%N/A
2022
-35.30%N/A
2021
4.63%N/A
2020
65.71%38.62%
2019
26.46%27.68%
2018
0.42%-5.76%
2017
35.52%21.50%
2016
21.40%11.20%
2015
-14.73%-2.41%
2014
13.45%2.44%
2013
N/A40.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.51%N/AN/AN/A
202311.16%3.47%-5.38%12.36%
2022-16.39%-22.72%-0.04%0.18%
20217.40%5.99%-5.06%-3.19%
2020-19.97%39.02%18.71%25.48%
201919.60%1.04%-4.90%10.04%
2018-1.32%16.76%13.78%-23.39%
201711.65%11.57%5.28%3.34%
2016-4.25%10.12%15.22%-0.07%
20156.72%-1.70%-19.87%1.44%
20148.91%1.65%-9.60%13.36%
201316.70%N/AN/AN/A

Rank in category (by total return)

YTD95
1-month96
3-month98
1-year87
3-year88
5-year55

Load adjusted returns

1-year10.91%
3-year-9.55%
5-year8.38%
10-year10.27%