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Baron Growth R6 (BGRUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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98.00+0.68 (+0.70%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.73%
5-year average return8.63%
Number of years up5
Number of years down2
Best 1-yr total return (1 May 2024)40.50%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return40.50%
Worst 3-yr total return2.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBGRUXCategory
YTD5.52%10.80%
1-month2.31%4.43%
3-month5.52%7.00%
1-year12.46%48.17%
3-year3.87%21.26%
5-year11.69%20.18%
10-year10.76%14.07%
Last bull market43.24%27.14%
Last bear market-18.69%-21.26%

Annual total return (%) history

Year
BGRUXCategory
2024
N/AN/A
2023
14.97%N/A
2022
-22.40%N/A
2021
20.14%N/A
2020
33.06%39.26%
2019
40.50%32.52%
2018
-2.67%-6.65%
2017
27.35%23.91%
2016
N/A6.03%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.52%N/AN/AN/A
20237.88%2.71%-3.66%7.70%
2022-13.33%-18.69%-1.61%11.93%
20210.94%7.79%3.64%6.55%
2020-22.30%27.47%10.93%21.11%
201921.67%7.02%-0.69%8.65%
20182.47%8.01%7.94%-18.53%
201710.39%6.08%3.21%5.37%
20163.38%2.58%-0.06%N/A

Rank in category (by total return)

YTD87
1-month63
3-month87
1-year95
3-year33
5-year32

Load adjusted returns

1-year12.46%
3-year3.87%
5-year11.69%
10-year10.76%