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Baron Discovery Institutional (BDFIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.43+0.26 (+0.96%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.07%
5-year average return6.57%
Number of years up8
Number of years down2
Best 1-yr total return (2 May 2024)66.13%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return66.13%
Worst 3-yr total return-5.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBDFIXCategory
YTD-4.43%12.40%
1-month-8.60%3.37%
3-month-2.30%4.88%
1-year10.12%55.69%
3-year-11.06%19.34%
5-year6.34%20.72%
10-year10.48%13.98%
Last bull market30.47%27.85%
Last bear market-22.66%-24.06%

Annual total return (%) history

Year
BDFIXCategory
2024
N/AN/A
2023
22.58%N/A
2022
-35.12%N/A
2021
4.89%N/A
2020
66.13%38.62%
2019
26.85%27.68%
2018
0.64%-5.76%
2017
35.83%21.50%
2016
21.73%11.20%
2015
-14.53%-2.41%
2014
13.80%2.44%
2013
N/A40.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.57%N/AN/AN/A
202311.20%3.58%-5.36%12.44%
2022-16.30%-22.66%0.00%0.22%
20217.47%6.07%-5.02%-3.13%
2020-19.95%39.12%18.83%25.54%
201919.72%1.08%-4.84%10.16%
2018-1.26%16.82%13.83%-23.36%
201711.70%11.60%5.41%3.37%
2016-4.23%10.16%15.38%0.00%
20156.78%-1.69%-19.80%1.52%
20149.08%1.65%-9.51%13.41%
201316.70%N/AN/AN/A

Rank in category (by total return)

YTD93
1-month92
3-month95
1-year63
3-year86
5-year50

Load adjusted returns

1-year10.12%
3-year-11.06%
5-year6.34%
10-year10.48%