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Baron Growth Instl (BGRIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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97.31+0.19 (+0.20%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.73%
5-year average return8.63%
Number of years up11
Number of years down3
Best 1-yr total return (1 May 2024)40.50%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return40.50%
Worst 3-yr total return2.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBGRIXCategory
YTD5.52%10.80%
1-month2.30%4.43%
3-month5.52%7.00%
1-year12.46%48.17%
3-year3.87%21.26%
5-year11.69%20.18%
10-year10.81%14.07%
Last bull market43.24%27.14%
Last bear market-18.69%-21.26%

Annual total return (%) history

Year
BGRIXCategory
2024
N/AN/A
2023
14.97%N/A
2022
-22.40%N/A
2021
20.15%N/A
2020
33.05%39.26%
2019
40.50%32.52%
2018
-2.67%-6.65%
2017
27.35%23.91%
2016
6.31%6.03%
2015
-4.06%-0.95%
2014
4.66%7.00%
2013
38.69%34.93%
2012
16.74%14.07%
2011
1.51%-3.96%
2010
24.32%24.61%
2009
N/A39.11%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.52%N/AN/AN/A
20237.88%2.71%-3.66%7.70%
2022-13.33%-18.69%-1.61%11.93%
20210.94%7.80%3.63%6.56%
2020-22.30%27.46%10.95%21.10%
201921.67%7.03%-0.69%8.65%
20182.47%8.01%7.94%-18.53%
201710.41%6.06%3.23%5.35%
20160.31%3.38%2.59%-0.08%
20154.75%-1.11%-8.66%1.40%
20140.26%0.59%-3.27%7.29%
201313.45%1.84%11.11%8.03%
20129.09%-1.21%6.07%2.12%
20119.45%0.59%-17.95%12.37%
20106.67%-6.84%8.29%15.52%
200913.43%6.00%N/AN/A

Rank in category (by total return)

YTD87
1-month64
3-month87
1-year94
3-year33
5-year32

Load adjusted returns

1-year12.46%
3-year3.87%
5-year11.69%
10-year10.81%