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Baron Opportunity Retail (BIOPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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39.56+0.72 (+1.85%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.13%
5-year average return17.61%
Number of years up16
Number of years down7
Best 1-yr total return (5 May 2024)88.75%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return88.75%
Worst 3-yr total return-1.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBIOPXCategory
YTD7.37%12.38%
1-month-6.84%5.09%
3-month4.61%10.28%
1-year38.60%41.70%
3-year-1.37%22.56%
5-year16.68%21.98%
10-year15.89%15.99%
Last bull market37.78%25.99%
Last bear market-27.02%-17.29%

Annual total return (%) history

Year
BIOPXCategory
2024
N/AN/A
2023
49.55%N/A
2022
-42.96%N/A
2021
12.01%N/A
2020
88.75%35.86%
2019
40.29%31.90%
2018
8.05%-2.09%
2017
40.51%27.67%
2016
-4.84%3.23%
2015
1.20%3.60%
2014
-1.67%10.00%
2013
37.55%33.92%
2012
13.69%15.34%
2011
-6.16%-2.46%
2010
25.43%15.53%
2009
61.80%35.68%
2008
-46.06%-40.67%
2007
21.10%13.35%
2006
12.14%7.05%
2005
7.05%6.71%
2004
25.59%7.81%
2003
73.80%28.66%
2002
-29.01%-27.64%
2001
-3.62%-22.30%
2000
N/A-13.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202415.25%N/AN/AN/A
202317.85%16.26%-5.11%15.03%
2022-16.08%-27.02%-2.41%-4.57%
20210.82%10.06%-2.09%3.10%
2020-6.73%39.66%17.86%22.95%
201921.35%6.11%-4.57%14.16%
20189.18%10.02%7.84%-16.58%
201715.01%11.44%3.35%6.08%
2016-7.81%3.32%6.44%-6.14%
20154.06%2.80%-12.16%7.70%
2014-0.87%0.15%-4.37%3.56%
20138.83%4.30%11.85%8.34%
201216.89%-6.81%5.69%-1.24%
20117.06%1.10%-17.97%5.69%
20104.69%-8.13%15.16%13.24%
20091.97%23.97%17.89%8.58%
2008-15.76%2.88%-13.46%-28.08%
20075.41%6.44%6.38%1.46%
20067.41%-6.13%2.55%8.46%
2005-10.79%5.19%7.51%6.11%
200411.20%-0.12%-5.60%19.79%
20034.33%31.80%13.29%11.57%
2002-6.31%-23.68%-13.37%14.60%
2001-21.38%37.87%-37.94%43.28%
2000-9.74%-1.57%-30.34%N/A

Rank in category (by total return)

YTD42
1-month97
3-month33
1-year6
3-year91
5-year9

Load adjusted returns

1-year38.60%
3-year-1.37%
5-year16.68%
10-year15.89%