BGRIX
Baron Growth-Inst
$96.78
-0.61 (-0.63%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 7024.341M |
| 52 Week High | 106.66 |
| 52 Week Low | 86.667 |
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Key Data
| Symbol | BGRIX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 96.78 |
| Price Yesterday | 97.39 |
| Market Cap | 7,024.34 |
| YTD Return | -4.25% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0105 |
Overview
| 52 Week High | 106.66 |
|---|---|
| 52 Week Low | 86.67 |
| Market Cap | 7,024.34M |
| Shares Outstanding | 72.58M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 1.77% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.77% |
Returns Annualized
| One Day | -79.50% |
|---|---|
| Five Days | -25.64% |
| One Months | -4.82% |
| Three Months | -27.92% |
| Six Months | -4.15% |
| Nine Months | 2.82% |
| One Year | 0.49% |
| Three Years | -2.47% |
| Five Years | 7.72% |
| Ten Years | 9.84% |
| YTD | -8.09% |
| Since Inception | 12.82% |
Returns Total
| One Day | -0.63% |
|---|---|
| Five Days | -0.59% |
| One Month | -0.39% |
| Three Months | -7.73% |
| Six Months | -2.06% |
| Nine Months | 2.09% |
| One Year | 0.49% |
| Three Years | -7.21% |
| Five Years | 44.90% |
| Ten Years | 155.05% |
| YTD | -4.25% |
| Since Inception | 515.57% |
Yearly Returns
| 2024 | -4.25% |
|---|---|
| 2023 | 14.97% |
| 2022 | -22.40% |
| 2021 | 20.15% |
| 2020 | 33.05% |
| 2019 | 40.51% |
| 2018 | -2.67% |
| 2017 | 27.35% |
| 2016 | 6.31% |
| 2015 | -4.06% |
Risk against SP-DA
| Alpha | -23.39% |
|---|---|
| Beta | 0.79 |
| Correlation | 62.85% |
| Downside Deviation | 4.24% |
| Coefficient of determination | 39.50% |
| Standard Deviation | 4.06% |
| Sharpe Ratio | -2.01 |
| Sortino | -6.66 |
| Treynor | -6.17 |
| Ulcer Index | 5.86 |
| Ulcer Performance Index | -4.82 |