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Baron Discovery Retail (BDFFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.69+0.26 (+0.98%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.16%
5-year average return6.30%
Number of years up8
Number of years down2
Best 1-yr total return (2 May 2024)65.71%
Worst 1-yr total return (2 May 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-4.51%12.40%
1-month-8.63%3.37%
3-month-2.36%4.88%
1-year9.87%55.69%
3-year-11.29%19.34%
5-year6.07%20.72%
10-year10.20%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)

YTD93
1-month93
3-month96
1-year65
3-year86
5-year56

Load adjusted returns

1-year9.87%
3-year-11.29%
5-year6.07%
10-year10.20%