BSCUX
Baron SmallCap-R6
$33.89
-0.25 (-0.73%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap Growth |
|---|---|
| Market Cap | 4515.131M |
| 52 Week High | 36.54 |
| 52 Week Low | 26.294 |
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Key Data
| Symbol | BSCUX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap Growth |
| Price | 33.89 |
| Price Yesterday | 34.14 |
| Market Cap | 4,515.13 |
| YTD Return | 3.70% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 5000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0106 |
Overview
| 52 Week High | 36.54 |
|---|---|
| 52 Week Low | 26.29 |
| Market Cap | 4,515.13M |
| Shares Outstanding | 133.23M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 2.71% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.71% |
Returns Annualized
| One Day | -84.34% |
|---|---|
| Five Days | 1.50% |
| One Months | -13.12% |
| Three Months | -18.52% |
| Six Months | 12.45% |
| Nine Months | 23.44% |
| One Year | 15.17% |
| Three Years | -1.44% |
| Five Years | 9.11% |
| Ten Years | -999 |
| YTD | 7.31% |
| Since Inception | 13.83% |
Returns Total
| One Day | -0.73% |
|---|---|
| Five Days | 0.03% |
| One Month | -1.11% |
| Three Months | -4.91% |
| Six Months | 5.94% |
| Nine Months | 16.89% |
| One Year | 15.16% |
| Three Years | -4.25% |
| Five Years | 54.45% |
| Ten Years | -999 |
| YTD | 3.70% |
| Since Inception | 197.62% |
Yearly Returns
| 2024 | 3.70% |
|---|---|
| 2023 | 27.20% |
| 2022 | -31.04% |
| 2021 | 15.81% |
| 2020 | 40.69% |
| 2019 | 34.88% |
| 2018 | -7.13% |
| 2017 | 27.41% |
| 2016 | 25.84% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -17.71% |
|---|---|
| Beta | 1.18 |
| Correlation | 75.83% |
| Downside Deviation | 3.96% |
| Coefficient of determination | 57.50% |
| Standard Deviation | 5.00% |
| Sharpe Ratio | -0.78 |
| Sortino | -3.42 |
| Treynor | 8.31 |
| Ulcer Index | 5.27 |
| Ulcer Performance Index | -2.57 |