BSCFX
Baron SmallCap-Retail
$31.34
-0.23 (-0.73%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap Growth |
|---|---|
| Market Cap | 4515.279M |
| 52 Week High | 33.81 |
| 52 Week Low | 24.363 |
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Key Data
| Symbol | BSCFX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap Growth |
| Price | 31.34 |
| Price Yesterday | 31.57 |
| Market Cap | 4,515.28 |
| YTD Return | 3.57% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0131 |
Overview
| 52 Week High | 33.81 |
|---|---|
| 52 Week Low | 24.36 |
| Market Cap | 4,515.28M |
| Shares Outstanding | 144.07M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 2.93% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.93% |
Returns Annualized
| One Day | -84.19% |
|---|---|
| Five Days | 1.62% |
| One Months | -13.42% |
| Three Months | -18.74% |
| Six Months | 12.17% |
| Nine Months | 23.18% |
| One Year | 14.86% |
| Three Years | -1.69% |
| Five Years | 8.83% |
| Ten Years | 9.40% |
| YTD | 7.04% |
| Since Inception | 9.99% |
Returns Total
| One Day | -0.73% |
|---|---|
| Five Days | 0.03% |
| One Month | -1.14% |
| Three Months | -4.97% |
| Six Months | 5.81% |
| Nine Months | 16.71% |
| One Year | 14.85% |
| Three Years | -4.96% |
| Five Years | 52.48% |
| Ten Years | 144.96% |
| YTD | 3.57% |
| Since Inception | 1170.37% |
Yearly Returns
| 2024 | 3.57% |
|---|---|
| 2023 | 26.88% |
| 2022 | -31.22% |
| 2021 | 15.53% |
| 2020 | 40.33% |
| 2019 | 34.50% |
| 2018 | -7.39% |
| 2017 | 27.13% |
| 2016 | 9.94% |
| 2015 | -5.24% |
Risk against SP-DA
| Alpha | -17.91% |
|---|---|
| Beta | 1.17 |
| Correlation | 75.63% |
| Downside Deviation | 3.97% |
| Coefficient of determination | 57.20% |
| Standard Deviation | 4.99% |
| Sharpe Ratio | -0.8 |
| Sortino | -3.49 |
| Treynor | 8.08 |
| Ulcer Index | 5.29 |
| Ulcer Performance Index | -2.62 |