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Baron Global Advantage R6 (BGLUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.20+0.55 (+1.79%)
At close: 06:25PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.73%
5-year average return3.96%
Number of years up5
Number of years down2
Best 1-yr total return (24 Apr 2024)79.47%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return79.47%
Worst 3-yr total return-15.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBGLUXCategory
YTD3.55%9.95%
1-month0.62%2.98%
3-month3.55%8.22%
1-year18.83%40.81%
3-year-13.50%19.17%
5-year5.62%18.49%
10-year9.30%11.83%
Last bull market31.26%21.12%
Last bear market-32.34%-20.34%

Annual total return (%) history

Year
BGLUXCategory
2024
N/AN/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/A2.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.55%N/AN/AN/A
20239.40%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%
201926.21%6.84%-3.92%12.25%
20186.93%5.53%-0.30%-14.37%
201717.09%7.88%7.99%9.88%
2016-7.22%N/AN/AN/A

Rank in category (by total return)

YTD92
1-month94
3-month92
1-year69
3-year99
5-year97

Load adjusted returns

1-year18.83%
3-year-13.50%
5-year5.62%
10-year9.30%