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Money
The retirement income gap no-one is talking about
People are living longer than ever before and this can impact how you plan for retirement
Baron Global Advantage R6 (BGLUX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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32.03
-0.19
(-0.59%)
At close: 06:45PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
2.25%
5-year average return
4.57%
Number of years up
5
Number of years down
2
Best 1-yr total return (5 May 2024)
79.47%
Worst 1-yr total return (5 May 2024)
N/A
Best 3-yr total return
79.47%
Worst 3-yr total return
-15.02%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
BGLUX
Category
YTD
-1.81%
9.95%
1-month
-5.18%
2.98%
3-month
-1.31%
8.22%
1-year
18.05%
40.81%
3-year
-16.95%
19.17%
5-year
3.93%
18.49%
10-year
9.39%
11.83%
Last bull market
28.16%
21.12%
Last bear market
-32.34%
-20.34%
Annual total return (%) history
Year
BGLUX
Category
2024
N/A
N/A
2023
25.54%
N/A
2022
-51.56%
N/A
2021
0.92%
N/A
2020
79.47%
32.67%
2019
45.43%
30.40%
2018
-3.66%
-7.79%
2017
49.89%
30.22%
2016
N/A
2.42%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
3.55%
N/A
N/A
N/A
2023
9.40%
6.41%
-6.06%
14.79%
2022
-22.76%
-32.34%
1.74%
-8.89%
2021
-1.82%
11.90%
-4.91%
-3.41%
2020
-7.62%
46.41%
13.12%
17.30%
2019
26.21%
6.84%
-3.92%
12.25%
2018
6.93%
5.53%
-0.30%
-14.37%
2017
17.09%
7.88%
7.99%
9.88%
2016
-7.22%
N/A
N/A
N/A
Rank in category (by total return)
YTD
96
1-month
78
3-month
91
1-year
39
3-year
99
5-year
97
Load adjusted returns
1-year
18.05%
3-year
-16.95%
5-year
3.93%
10-year
9.39%
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