UK markets close in 2 hours 31 minutes

Baron Opportunity R6 (BIOUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
45.13+0.82 (+1.85%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return19.99%
5-year average return19.48%
Number of years up6
Number of years down1
Best 1-yr total return (24 Jun 2024)89.34%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return89.34%
Worst 3-yr total return-1.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBIOUXCategory
YTD11.25%12.38%
1-month3.54%5.09%
3-month-1.67%10.28%
1-year29.06%41.70%
3-year1.20%22.56%
5-year18.99%21.98%
10-year16.18%15.99%
Last bull market37.95%25.99%
Last bear market-26.97%-17.29%

Annual total return (%) history

Year
BIOUXCategory
2024
N/AN/A
2023
49.96%N/A
2022
-42.83%N/A
2021
12.28%N/A
2020
89.34%35.86%
2019
40.63%31.90%
2018
8.34%-2.09%
2017
40.95%27.67%
2016
N/A3.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202415.32%N/AN/AN/A
202317.94%16.33%-5.06%15.12%
2022-16.00%-26.97%-2.38%-4.53%
20210.88%10.13%-2.03%3.15%
2020-6.60%39.73%17.90%23.05%
201921.45%6.19%-4.51%14.20%
20189.26%10.14%7.83%-16.50%
201715.16%11.47%3.41%6.17%
2016-6.11%N/AN/AN/A

Rank in category (by total return)

YTD59
1-month79
3-month92
1-year66
3-year90
5-year13

Load adjusted returns

1-year29.06%
3-year1.20%
5-year18.99%
10-year16.18%