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Baron Growth Retail (BGRFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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92.67+0.65 (+0.71%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.13%
5-year average return8.21%
Number of years up23
Number of years down6
Best 1-yr total return (2 May 2024)40.14%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return40.14%
Worst 3-yr total return1.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBGRFXCategory
YTD-5.14%10.80%
1-month-10.05%4.43%
3-month-5.95%7.00%
1-year0.56%48.17%
3-year-2.09%21.26%
5-year7.80%20.18%
10-year9.69%14.07%
Last bull market20.80%27.14%
Last bear market-18.75%-21.26%

Annual total return (%) history

Year
BGRFXCategory
2024
N/AN/A
2023
14.68%N/A
2022
-22.60%N/A
2021
19.84%N/A
2020
32.72%39.26%
2019
40.14%32.52%
2018
-2.92%-6.65%
2017
27.04%23.91%
2016
6.04%6.03%
2015
-4.31%-0.95%
2014
4.40%7.00%
2013
38.32%34.93%
2012
16.43%14.07%
2011
1.24%-3.96%
2010
24.01%24.61%
2009
34.24%39.11%
2008
-39.18%-43.77%
2007
6.59%15.09%
2006
15.50%9.00%
2005
5.71%9.84%
2004
26.61%13.23%
2003
31.75%35.96%
2002
-12.29%-27.24%
2001
12.67%-19.98%
2000
-4.59%-4.78%
1999
44.71%60.49%
1998
0.10%18.76%
1997
31.07%17.98%
1996
27.72%18.11%
1995
52.54%34.57%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.46%N/AN/AN/A
20237.82%2.64%-3.72%7.63%
2022-13.39%-18.75%-1.66%11.85%
20210.87%7.73%3.56%6.49%
2020-22.36%27.39%10.87%21.02%
201921.60%6.95%-0.75%8.58%
20182.41%7.94%7.86%-18.58%
201710.34%5.99%3.16%5.30%
20160.25%3.31%2.52%-0.14%
20154.68%-1.18%-8.71%1.33%
20140.19%0.52%-3.33%7.23%
201313.38%1.78%11.03%7.96%
20129.02%-1.28%5.99%2.06%
20119.37%0.52%-18.00%12.31%
20106.61%-6.90%8.22%15.46%
2009-7.40%20.76%13.34%5.92%
2008-10.34%1.34%-9.42%-26.10%
20072.77%4.06%2.27%-2.53%
200611.23%-3.88%-2.70%11.02%
20051.43%1.56%-0.56%3.20%
20047.28%1.68%0.67%15.29%
2003-2.49%17.96%5.53%8.55%
20024.53%-5.12%-11.37%-0.22%
2001-7.77%18.66%-13.82%19.47%
20001.37%-6.80%1.38%-0.39%
19997.56%17.46%-7.51%23.85%
19989.65%-4.44%-22.06%22.56%
1997-2.47%17.50%14.07%0.26%
199611.85%7.69%1.10%4.89%
199517.80%11.04%12.92%3.28%

Rank in category (by total return)

YTD96
1-month98
3-month100
1-year98
3-year54
5-year65

Load adjusted returns

1-year0.56%
3-year-2.09%
5-year7.80%
10-year9.69%