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Baron Small Cap Retail (BSCFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.67+0.22 (+0.70%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.66%
5-year average return8.89%
Number of years up19
Number of years down7
Best 1-yr total return (2 Jul 2024)40.33%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return40.33%
Worst 3-yr total return0.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBSCFXCategory
YTD4.46%12.40%
1-month-1.40%3.37%
3-month-6.51%4.88%
1-year13.90%55.69%
3-year-1.16%19.34%
5-year9.02%20.72%
10-year9.31%13.98%
Last bull market35.81%27.85%
Last bear market-18.66%-24.06%

Annual total return (%) history

Year
BSCFXCategory
2024
N/AN/A
2023
26.88%N/A
2022
-31.22%N/A
2021
15.53%N/A
2020
40.33%38.62%
2019
34.50%27.68%
2018
-7.39%-5.76%
2017
27.13%21.50%
2016
9.94%11.20%
2015
-5.24%-2.41%
2014
1.69%2.44%
2013
37.77%40.91%
2012
17.98%13.15%
2011
-1.58%-3.55%
2010
23.47%26.98%
2009
35.26%35.46%
2008
-40.24%-41.55%
2007
11.69%7.59%
2006
11.83%10.81%
2005
8.34%6.02%
2004
22.16%12.41%
2003
38.82%45.54%
2002
-9.66%-27.88%
2001
5.19%-8.91%
2000
-17.53%-3.85%
1999
70.78%64.77%
1998
2.23%5.23%
1997
N/A17.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.73%-6.51%N/AN/A
20239.38%6.38%-3.14%12.57%
2022-15.72%-18.66%-3.70%4.18%
20212.61%6.30%1.24%4.62%
2020-23.37%35.64%14.88%17.52%
201923.06%4.89%-4.72%9.37%
20182.82%6.38%8.65%-22.07%
20178.48%6.69%4.43%5.18%
2016-2.84%4.93%6.44%1.31%
20155.64%-1.39%-12.56%4.03%
2014-0.98%2.82%-4.91%5.04%
201312.59%1.66%9.40%10.03%
201213.39%-3.87%4.60%3.48%
201110.05%1.53%-21.57%12.30%
20105.40%-7.19%10.93%13.78%
2009-7.65%20.31%13.53%7.24%
2008-13.64%-1.94%-7.33%-23.85%
20073.85%6.12%1.23%0.12%
200611.31%-7.41%-1.21%9.83%
20050.45%3.38%0.65%3.64%
20047.22%1.61%-5.14%18.21%
20030.22%19.55%7.74%7.53%
20029.01%-1.45%-15.97%0.08%
2001-8.78%19.41%-19.43%19.86%
2000-0.89%0.28%-10.29%-7.51%
199912.81%12.36%0.07%34.63%
199814.84%1.10%-28.07%22.42%
19973.10%N/AN/AN/A

Rank in category (by total return)

YTD49
1-month86
3-month91
1-year19
3-year29
5-year29

Load adjusted returns

1-year13.90%
3-year-1.16%
5-year9.02%
10-year9.31%