BFGIX
Baron Focused Growth-Inst
$39.44
-0.03 (-0.08%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 1421.228M |
| 52 Week High | 39.51 |
| 52 Week Low | 32.26 |
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Key Data
| Symbol | BFGIX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 39.44 |
| Price Yesterday | 39.47 |
| Market Cap | 1,421.23 |
| YTD Return | 3.54% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0106 |
Overview
| 52 Week High | 39.51 |
|---|---|
| 52 Week Low | 32.26 |
| Market Cap | 1,421.23M |
| Shares Outstanding | 36.04M |
| 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 | -17.45% |
|---|---|
| Five Days | 146.81% |
| One Months | 80.85% |
| Three Months | 7.56% |
| Six Months | 11.41% |
| Nine Months | 18.58% |
| One Year | 7.50% |
| Three Years | 3.92% |
| Five Years | 23.47% |
| Ten Years | 15.79% |
| YTD | 6.99% |
| Since Inception | 14.57% |
Returns Total
| One Day | -0.08% |
|---|---|
| Five Days | 1.81% |
| One Month | 4.81% |
| Three Months | 1.81% |
| Six Months | 5.45% |
| Nine Months | 13.46% |
| One Year | 7.50% |
| Three Years | 12.17% |
| Five Years | 186.21% |
| Ten Years | 331.51% |
| YTD | 3.54% |
| Since Inception | 495.50% |
Yearly Returns
| 2024 | 3.54% |
|---|---|
| 2023 | 27.78% |
| 2022 | -28.14% |
| 2021 | 19.16% |
| 2020 | 122.75% |
| 2019 | 30.33% |
| 2018 | 4.07% |
| 2017 | 26.60% |
| 2016 | 0.97% |
| 2015 | -2.53% |
Risk against SP-DA
| Alpha | -21.66% |
|---|---|
| Beta | 1.02 |
| Correlation | 76.18% |
| Downside Deviation | 3.77% |
| Coefficient of determination | 58.04% |
| Standard Deviation | 4.30% |
| Sharpe Ratio | -1.42 |
| Sortino | -5.63 |
| Treynor | 2.08 |
| Ulcer Index | 6.07 |
| Ulcer Performance Index | -3.49 |