BGAIX
Baron Global Advantage-Inst
$34.67
0.02 (0.06%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large Growth |
|---|---|
| Market Cap | 611.357M |
| 52 Week High | 34.67 |
| 52 Week Low | 25.14 |
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Key Data
| Symbol | BGAIX |
|---|---|
| Type | Mutual Fund |
| Category | World Large Growth |
| Price | 34.67 |
| Price Yesterday | 34.65 |
| Market Cap | 611.36 |
| YTD Return | 10.10% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0091 |
Overview
| 52 Week High | 34.67 |
|---|---|
| 52 Week Low | 25.14 |
| Market Cap | 611.36M |
| Shares Outstanding | 17.63M |
| 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 | 15.67% |
|---|---|
| Five Days | 215.18% |
| One Months | 165.20% |
| Three Months | 36.97% |
| Six Months | 22.41% |
| Nine Months | 36.29% |
| One Year | 19.28% |
| Three Years | -15.41% |
| Five Years | 4.81% |
| Ten Years | 9.47% |
| YTD | 20.52% |
| Since Inception | 10.81% |
Returns Total
| One Day | 0.06% |
|---|---|
| Five Days | 2.30% |
| One Month | 8.04% |
| Three Months | 8.04% |
| Six Months | 10.45% |
| Nine Months | 25.80% |
| One Year | 19.26% |
| Three Years | -39.32% |
| Five Years | 26.39% |
| Ten Years | 146.67% |
| YTD | 10.10% |
| Since Inception | 248.34% |
Yearly Returns
| 2024 | 10.10% |
|---|---|
| 2023 | 25.56% |
| 2022 | -52.44% |
| 2021 | 0.90% |
| 2020 | 79.46% |
| 2019 | 45.45% |
| 2018 | -3.66% |
| 2017 | 49.82% |
| 2016 | -0.93% |
| 2015 | -1.51% |
Risk against SP-DA
| Alpha | -27.38% |
|---|---|
| Beta | 1.77 |
| Correlation | 87.57% |
| Downside Deviation | 5.16% |
| Coefficient of determination | 76.69% |
| Standard Deviation | 6.50% |
| Sharpe Ratio | -0.42 |
| Sortino | -1.83 |
| Treynor | 7.86 |
| Ulcer Index | 8.26 |
| Ulcer Performance Index | -1.14 |