BFGFX
Baron Focused Growth-Retail
$37.69
-0.03 (-0.08%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 1421.026M |
| 52 Week High | 37.75 |
| 52 Week Low | 30.89 |
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Key Data
| Symbol | BFGFX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 37.69 |
| Price Yesterday | 37.72 |
| Market Cap | 1,421.03 |
| YTD Return | 3.40% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0132 |
Overview
| 52 Week High | 37.75 |
|---|---|
| 52 Week Low | 30.89 |
| Market Cap | 1,421.03M |
| Shares Outstanding | 37.70M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | -18.19% |
|---|---|
| Five Days | 147.17% |
| One Months | 80.24% |
| Three Months | 7.33% |
| Six Months | 11.10% |
| Nine Months | 18.23% |
| One Year | 7.23% |
| Three Years | 3.65% |
| Five Years | 23.15% |
| Ten Years | 15.53% |
| YTD | 6.71% |
| Since Inception | 13.18% |
Returns Total
| One Day | -0.08% |
|---|---|
| Five Days | 1.81% |
| One Month | 4.78% |
| Three Months | 1.75% |
| Six Months | 5.31% |
| Nine Months | 13.22% |
| One Year | 7.23% |
| Three Years | 11.29% |
| Five Years | 182.51% |
| Ten Years | 322.11% |
| YTD | 3.40% |
| Since Inception | 622.58% |
Yearly Returns
| 2024 | 3.40% |
|---|---|
| 2023 | 27.40% |
| 2022 | -28.30% |
| 2021 | 18.83% |
| 2020 | 122.22% |
| 2019 | 30.03% |
| 2018 | 3.75% |
| 2017 | 26.37% |
| 2016 | 0.67% |
| 2015 | -2.42% |
Risk against SP-DA
| Alpha | -21.86% |
|---|---|
| Beta | 1.02 |
| Correlation | 76.04% |
| Downside Deviation | 3.76% |
| Coefficient of determination | 57.83% |
| Standard Deviation | 4.30% |
| Sharpe Ratio | -1.44 |
| Sortino | -5.71 |
| Treynor | 1.82 |
| Ulcer Index | 6.11 |
| Ulcer Performance Index | -3.52 |