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Baron Small Cap Instl (BSFIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.20+0.06 (+0.18%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.62%
5-year average return9.30%
Number of years up10
Number of years down4
Best 1-yr total return (27 Jun 2024)40.68%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return40.68%
Worst 3-yr total return0.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBSFIXCategory
YTD6.06%12.40%
1-month2.85%3.37%
3-month-0.83%4.88%
1-year29.00%55.69%
3-year0.52%19.34%
5-year11.25%20.72%
10-year10.26%13.98%
Last bull market35.94%27.85%
Last bear market-18.60%-24.06%

Annual total return (%) history

Year
BSFIXCategory
2024
N/AN/A
2023
27.19%N/A
2022
-31.05%N/A
2021
15.84%N/A
2020
40.68%38.62%
2019
34.87%27.68%
2018
-7.13%-5.76%
2017
27.45%21.50%
2016
10.26%11.20%
2015
-5.01%-2.41%
2014
1.95%2.44%
2013
38.10%40.91%
2012
18.30%13.15%
2011
-1.37%-3.55%
2010
23.79%26.98%
2009
N/A35.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.81%N/AN/AN/A
20239.44%6.49%-3.11%12.64%
2022-15.68%-18.60%-3.64%4.24%
20212.67%6.37%1.32%4.69%
2020-23.34%35.77%14.94%17.59%
201923.17%4.95%-4.68%9.46%
20182.86%6.49%8.71%-22.01%
20178.55%6.75%4.50%5.25%
2016-2.75%5.00%6.50%1.38%
20155.70%-1.31%-12.52%4.09%
2014-0.91%2.89%-4.87%5.12%
201312.66%1.71%9.46%10.10%
201213.47%-3.80%4.69%3.53%
201110.09%1.56%-21.50%12.37%
20105.44%-7.13%11.01%13.88%
200913.52%7.35%N/AN/A

Rank in category (by total return)

YTD37
1-month83
3-month66
1-year8
3-year23
5-year23

Load adjusted returns

1-year29.00%
3-year0.52%
5-year11.25%
10-year10.26%