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Baron Focused Growth R6 (BFGUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.22+0.25 (+0.66%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.26%
5-year average return23.37%
Number of years up6
Number of years down1
Best 1-yr total return (16 May 2024)122.79%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return122.79%
Worst 3-yr total return3.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBFGUXCategory
YTD-3.10%10.80%
1-month-4.70%4.43%
3-month-0.03%7.00%
1-year10.04%48.17%
3-year0.87%21.26%
5-year21.82%20.18%
10-year15.49%14.07%
Last bull market18.21%27.14%
Last bear market-19.92%-21.26%

Annual total return (%) history

Year
BFGUXCategory
2024
N/AN/A
2023
27.75%N/A
2022
-28.11%N/A
2021
19.15%N/A
2020
122.79%39.26%
2019
30.31%32.52%
2018
4.07%-6.65%
2017
26.67%23.91%
2016
N/A6.03%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.68%N/AN/AN/A
202314.48%7.38%-5.29%9.73%
2022-8.02%-19.92%2.21%-4.51%
20210.09%2.44%4.86%10.82%
2020-16.73%40.65%43.72%32.36%
201912.13%1.05%-0.38%15.45%
20181.08%12.63%2.95%-11.21%
20178.55%10.07%3.26%2.67%
2016-0.61%N/AN/AN/A

Rank in category (by total return)

YTD88
1-month10
3-month88
1-year87
3-year23
5-year1

Load adjusted returns

1-year10.04%
3-year0.87%
5-year21.82%
10-year15.49%