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Baron Small Cap R6 (BSCUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.01+0.13 (+0.38%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.67%
5-year average return9.01%
Number of years up5
Number of years down2
Best 1-yr total return (30 June 2024)40.69%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return40.69%
Worst 3-yr total return0.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBSCUXCategory
YTD6.06%12.40%
1-month2.88%3.37%
3-month-0.80%4.88%
1-year29.01%55.69%
3-year0.52%19.34%
5-year11.24%20.72%
10-year10.21%13.98%
Last bull market35.96%27.85%
Last bear market-18.60%-24.06%

Annual total return (%) history

Year
BSCUXCategory
2024
N/AN/A
2023
27.20%N/A
2022
-31.05%N/A
2021
15.81%N/A
2020
40.69%38.62%
2019
34.88%27.68%
2018
-7.13%-5.76%
2017
27.41%21.50%
2016
N/A11.20%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.81%N/AN/AN/A
20239.44%6.49%-3.11%12.65%
2022-15.66%-18.60%-3.64%4.24%
20212.67%6.35%1.32%4.69%
2020-23.34%35.79%14.94%17.59%
201923.18%4.95%-4.68%9.47%
20182.90%6.46%8.71%-22.02%
20178.55%6.71%4.50%5.25%
20165.00%6.50%1.38%N/A

Rank in category (by total return)

YTD37
1-month82
3-month65
1-year8
3-year23
5-year23

Load adjusted returns

1-year29.01%
3-year0.52%
5-year11.24%
10-year10.21%