Singapore markets closed

Baron Discovery R6 (BDFUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
27.43+0.26 (+0.96%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.07%
5-year average return6.57%
Number of years up6
Number of years down1
Best 1-yr total return (2 May 2024)66.17%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return66.17%
Worst 3-yr total return-5.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBDFUXCategory
YTD-4.43%12.40%
1-month-8.60%3.37%
3-month-2.30%4.88%
1-year10.12%55.69%
3-year-11.06%19.34%
5-year6.34%20.72%
10-year10.48%13.98%
Last bull market30.41%27.85%
Last bear market-22.66%-24.06%

Annual total return (%) history

Year
BDFUXCategory
2024
N/AN/A
2023
22.58%N/A
2022
-35.14%N/A
2021
4.89%N/A
2020
66.17%38.62%
2019
26.85%27.68%
2018
0.64%-5.76%
2017
35.85%21.50%
2016
N/A11.20%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.57%N/AN/AN/A
202311.25%3.54%-5.32%12.40%
2022-16.32%-22.66%0.00%0.22%
20217.47%6.04%-4.99%-3.13%
2020-19.91%39.04%18.83%25.57%
201919.72%1.08%-4.84%10.16%
2018-1.26%16.82%13.83%-23.36%
201711.70%11.60%5.41%3.38%
20160.00%N/AN/AN/A

Rank in category (by total return)

YTD93
1-month92
3-month95
1-year63
3-year86
5-year51

Load adjusted returns

1-year10.12%
3-year-11.06%
5-year6.34%
10-year10.48%