BHCHX
Baron Health Care-Inst
$20.19
0.14 (0.70%)
Currency in USD / Last Updated: 7/9/2024
| Category | Health |
|---|---|
| Market Cap | 234.886M |
| 52 Week High | 20.8 |
| 52 Week Low | 16.91 |
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Key Data
| Symbol | BHCHX |
|---|---|
| Type | Mutual Fund |
| Category | Health |
| Price | 20.19 |
| Price Yesterday | 20.05 |
| Market Cap | 234.89 |
| YTD Return | 5.98% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0085 |
Overview
| 52 Week High | 20.80 |
|---|---|
| 52 Week Low | 16.91 |
| Market Cap | 234.89M |
| Shares Outstanding | 11.63M |
| 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 | 478.48% |
|---|---|
| Five Days | 28.47% |
| One Months | 0.63% |
| Three Months | -1.00% |
| Six Months | 9.03% |
| Nine Months | 18.61% |
| One Year | 10.40% |
| Three Years | -1.38% |
| Five Years | 12.14% |
| Ten Years | -999 |
| YTD | 11.94% |
| Since Inception | 12.51% |
Returns Total
| One Day | 0.70% |
|---|---|
| Five Days | 0.50% |
| One Month | 0.05% |
| Three Months | -0.25% |
| Six Months | 4.34% |
| Nine Months | 13.49% |
| One Year | 10.39% |
| Three Years | -4.08% |
| Five Years | 77.09% |
| Ten Years | -999 |
| YTD | 5.98% |
| Since Inception | 107.03% |
Yearly Returns
| 2024 | 5.98% |
|---|---|
| 2023 | 6.42% |
| 2022 | -16.90% |
| 2021 | 15.73% |
| 2020 | 47.72% |
| 2019 | 35.57% |
| 2018 | -4.70% |
| 2017 | 0.00% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -16.91% |
|---|---|
| Beta | 0.94 |
| Correlation | 82.01% |
| Downside Deviation | 2.93% |
| Coefficient of determination | 67.26% |
| Standard Deviation | 3.69% |
| Sharpe Ratio | -1.43 |
| Sortino | -6.26 |
| Treynor | 5.34 |
| Ulcer Index | 4.81 |
| Ulcer Performance Index | -3.81 |