UK markets closed

Baron International Growth Retail (BIGFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
25.79+0.02 (+0.08%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.34%
5-year average return4.53%
Number of years up11
Number of years down4
Best 1-yr total return (6 May 2024)44.69%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return44.69%
Worst 3-yr total return-5.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBIGFXCategory
YTD-1.38%7.01%
1-month-2.64%0.44%
3-month2.12%6.77%
1-year1.54%34.50%
3-year-7.48%13.81%
5-year3.44%13.83%
10-year4.84%8.22%
Last bull market14.64%17.48%
Last bear market-16.27%-22.43%

Annual total return (%) history

Year
BIGFXCategory
2024
N/AN/A
2023
7.33%N/A
2022
-27.47%N/A
2021
9.64%N/A
2020
30.52%25.48%
2019
29.06%27.83%
2018
-17.90%-14.08%
2017
36.94%30.87%
2016
1.14%-2.14%
2015
1.23%0.95%
2014
-2.33%-3.92%
2013
21.61%18.58%
2012
17.80%17.70%
2011
-16.35%-12.30%
2010
24.22%14.78%
2009
44.69%38.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.30%N/AN/AN/A
20233.66%3.40%-7.02%7.69%
2022-14.69%-16.27%-11.56%14.81%
20212.28%8.44%-1.07%-0.08%
2020-21.51%28.24%9.43%18.50%
201916.68%2.57%-1.07%9.00%
20181.97%-2.26%-2.56%-15.45%
201710.17%6.82%8.46%7.28%
2016-1.61%1.86%7.63%-6.23%
20152.84%4.55%-9.99%4.59%
20141.53%3.80%-6.88%-0.48%
20131.67%1.14%14.63%3.16%
201215.91%-6.67%7.91%0.91%
20110.17%1.27%-19.86%2.89%
20104.61%-9.35%16.68%12.27%
2009-6.50%18.40%21.50%7.58%

Rank in category (by total return)

YTD91
1-month14
3-month56
1-year85
3-year88
5-year83

Load adjusted returns

1-year1.54%
3-year-7.48%
5-year3.44%
10-year4.84%