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Baron Global Advantage Retail (BGAFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.18-0.18 (-0.57%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.56%
5-year average return4.62%
Number of years up7
Number of years down4
Best 1-yr total return (6 May 2024)79.01%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return79.01%
Worst 3-yr total return-15.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBGAFXCategory
YTD-1.89%9.95%
1-month-5.22%2.98%
3-month-1.38%8.22%
1-year17.75%40.81%
3-year-17.15%19.17%
5-year3.67%18.49%
10-year9.14%11.83%
Last bull market28.04%21.12%
Last bear market-32.39%-20.34%

Annual total return (%) history

Year
BGAFXCategory
2024
N/AN/A
2023
25.26%N/A
2022
-51.69%N/A
2021
0.66%N/A
2020
79.01%32.67%
2019
45.07%30.40%
2018
-3.89%-7.79%
2017
49.60%30.22%
2016
-1.15%2.42%
2015
-1.72%1.26%
2014
5.11%2.65%
2013
29.78%26.44%
2012
N/A18.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.52%N/AN/AN/A
20239.34%6.34%-6.11%14.72%
2022-22.81%-32.39%1.67%-8.95%
2021-1.89%11.83%-4.95%-3.47%
2020-7.67%46.30%13.04%17.24%
201926.10%6.78%-3.94%12.16%
20186.81%5.55%-0.39%-14.42%
201717.02%7.89%7.89%9.82%
2016-4.96%0.98%11.01%-7.22%
20152.54%3.16%-18.31%13.74%
20141.04%5.05%-2.02%1.07%
20132.02%0.28%12.49%12.77%
20127.42%5.69%N/AN/A

Rank in category (by total return)

YTD96
1-month80
3-month93
1-year44
3-year99
5-year98

Load adjusted returns

1-year17.75%
3-year-17.15%
5-year3.67%
10-year9.14%