Singapore markets close in 1 hour 55 minutes

Baron Global Advantage Institutional (BGAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
31.64+0.30 (+0.96%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.48%
5-year average return4.04%
Number of years up7
Number of years down4
Best 1-yr total return (2 May 2024)79.46%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return79.46%
Worst 3-yr total return-15.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBGAIXCategory
YTD-1.78%9.95%
1-month-5.18%2.98%
3-month-1.31%8.22%
1-year18.05%40.81%
3-year-16.94%19.17%
5-year3.93%18.49%
10-year9.39%11.83%
Last bull market28.17%21.12%
Last bear market-32.34%-20.34%

Annual total return (%) history

Year
BGAIXCategory
2024
N/AN/A
2023
25.56%N/A
2022
-51.57%N/A
2021
0.90%N/A
2020
79.46%32.67%
2019
45.45%30.40%
2018
-3.66%-7.79%
2017
49.82%30.22%
2016
-0.93%2.42%
2015
-1.51%1.26%
2014
5.32%2.65%
2013
30.13%26.44%
2012
N/A18.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.59%N/AN/AN/A
20239.41%6.41%-6.06%14.80%
2022-22.78%-32.34%1.74%-8.90%
2021-1.84%11.91%-4.91%-3.41%
2020-7.62%46.39%13.10%17.33%
201926.17%6.85%-3.89%12.26%
20186.88%5.58%-0.30%-14.37%
201717.02%7.89%8.00%9.89%
2016-4.93%1.05%11.08%-7.16%
20152.52%3.28%-18.28%13.82%
20141.18%5.03%-1.94%1.06%
20132.11%0.38%12.55%12.81%
20127.52%5.68%N/AN/A

Rank in category (by total return)

YTD95
1-month79
3-month92
1-year39
3-year99
5-year97

Load adjusted returns

1-year18.05%
3-year-16.94%
5-year3.93%
10-year9.39%