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Baron Health Care Instl (BHCHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.84-0.18 (-0.90%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.15%
5-year average return13.33%
Number of years up4
Number of years down1
Best 1-yr total return (27 May 2024)47.72%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return47.72%
Worst 3-yr total return0.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBHCHXCategory
YTD2.57%7.95%
1-month-5.83%4.81%
3-month0.46%7.18%
1-year7.24%30.16%
3-year-1.15%16.10%
5-year13.20%15.71%
10-year0.00%15.27%
Last bull market21.27%23.06%
Last bear market-10.00%-13.88%

Annual total return (%) history

Year
BHCHXCategory
2024
N/AN/A
2023
6.42%N/A
2022
-16.90%N/A
2021
15.73%N/A
2020
47.72%27.63%
2019
35.57%26.23%
2018
N/A-0.40%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.92%N/AN/AN/A
2023-3.69%9.22%-6.05%7.69%
2022-9.94%-10.00%-6.01%9.08%
20210.58%11.43%1.18%2.05%
2020-9.37%24.68%11.64%17.09%
201915.01%6.30%-6.01%17.99%
201810.58%-17.84%N/AN/A

Rank in category (by total return)

YTD33
1-month46
3-month47
1-year20
3-year52
5-year2

Load adjusted returns

1-year7.24%
3-year-1.15%
5-year13.20%
10-yearN/A