Find A Portfolio/Ticker
Comparison Box
BFGIX: BARON FOCUSED GROWTH FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 37.04 0.02(0.05%) April 26
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (11%) |
Start Date: | 12/28/2009 |
Last Dividend Date: | 09/27/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.32% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/03/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.2 | -2.8 | 14.4 | 0.2 | 22.3 | 15.5 | 14.2 | 27.8 | -28.0 | 19.0 | 122.9 | 31.2 | 4.1 | 25.3 | 1.0 | -2.1 | 2.5 | 26.1 | 16.2 | -1.1 | 21.2 | -2.8 |
Sharpe Ratio | NA | -1.42 | 0.23 | -0.08 | 0.7 | 0.61 | 0.62 | 1.34 | -0.95 | 0.73 | 2.73 | 1.92 | 0.14 | 2.27 | 0.05 | -0.14 | 0.17 | 2.03 | 1.19 | -0.04 | 1.15 | -8.48 |
Draw Down(%) | NA | 6.5 | 16.3 | 35.7 | 43.6 | 43.6 | 43.6 | 16.3 | 31.9 | 18.3 | 43.6 | 8.6 | 20.7 | 6.0 | 17.2 | 17.5 | 11.5 | 7.5 | 11.8 | 24.3 | 14.1 | 2.8 |
Standard Deviation(%) | NA | 13.3 | 15.6 | 23.7 | 29.0 | 23.4 | 22.0 | 17.7 | 31.2 | 26.0 | 44.7 | 15.5 | 20.0 | 10.9 | 16.9 | 15.8 | 14.6 | 12.8 | 13.7 | 26.5 | 18.4 | 10.7 |
Treynor Ratio | NA | -0.25 | 0.04 | -0.02 | 0.21 | 0.15 | 0.15 | 0.26 | -0.33 | 0.17 | 1.18 | 0.32 | 0.03 | 0.25 | 0.01 | -0.02 | 0.03 | 0.29 | 0.21 | -0.01 | 0.27 | -2.11 |
Alpha | NA | -0.07 | -0.02 | 0.0 | 0.05 | 0.02 | 0.01 | 0.02 | -0.01 | 0.0 | 0.21 | 0.0 | 0.04 | 0.01 | -0.02 | 0.0 | -0.04 | -0.01 | 0.01 | 0.01 | 0.0 | -0.74 |
Beta | NA | 0.76 | 0.89 | 0.9 | 0.97 | 0.97 | 0.93 | 0.93 | 0.88 | 1.09 | 1.04 | 0.94 | 0.96 | 0.98 | 0.95 | 0.91 | 0.97 | 0.89 | 0.77 | 0.91 | 0.77 | 0.43 |
RSquared | NA | 0.68 | 0.72 | 0.75 | 0.7 | 0.72 | 0.75 | 0.78 | 0.83 | 0.58 | 0.68 | 0.7 | 0.76 | 0.54 | 0.8 | 0.82 | 0.83 | 0.84 | 0.82 | 0.95 | 0.86 | 0.12 |
Yield(%) | N/A | 0.0 | 0.0 | 7.4 | 13.1 | 10.5 | N/A | 0.0 | 7.4 | 15.6 | 5.9 | 3.0 | 1.1 | 1.3 | 5.8 | 5.6 | 0.6 | 1.7 | 0.0 | 0.0 | 0.0 | 1.5 |
Dividend Growth(%) | N/A | N/A | -100.0 | 454.3 | 477.4 | N/A | N/A | -100.0 | -49.2 | 461.8 | 156.2 | 182.4 | 6.2 | -78.7 | -6.2 | 900.0 | -60.0 | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/2011
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Mid-Cap Growth Asset Class Trend Rankings |
Top Rated Funds in Mid-Cap Growth
Best Mutual Funds
- MVALX (MERIDIAN CONTRARIAN FUND LEGACY CLASS) (100%)
- NICSX (NICHOLAS FUND INC NICHOLAS FUND INC) (100%)
- FAMVX (FAM VALUE FUND INVESTOR CLASS) (99%)
- VMGIX (VANGUARD MID-CAP GROWTH INDEX FUND INVESTOR SHARES) (98%)
- BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) (98%)
- NBGEX (NEUBERGER BERMAN GENESIS FUND TRUST CLASS) (96%)
- SMIFX (SOUND MIND INVESTING FUND SOUND MIND INVESTING FUND) (96%)
- TWHIX (HERITAGE FUND INVESTOR CLASS) (96%)
- RPFIX (ROYCE PREMIER FUND INSTITUTIONAL CLASS) (96%)
- RPRCX (ROYCE PREMIER FUND CONSULTANT CLASS) (95%)
Best ETFs
- FAD (First Trust Multi Cap Growth AlphaDEX® Fund) 0.99% (98%)
- IJK (iShares S&P Mid-Cap 400 Growth ETF) 0.30% (98%)
- IWP (iShares Russell Mid-Cap Growth ETF) 0.48% (97%)
- PDP (Invesco DWA Momentum ETF) 0.49% (97%)
- RFG (Invesco S&P MidCap 400® Pure Growth ETF) 0.60% (97%)
- VOT (Vanguard Mid-Cap Growth Index Fund ETF Shares) 0.74% (97%)
- IVOG (Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares) 0.40% (26%)
- MDYG (SPDR® S&P 400 Mid Cap Growth ETF) 0.28% (23%)
- FNY (First Trust Mid Cap Growth AlphaDEX® Fund) 0.48% (23%)
Best Closed End Funds
- GDL (GDL Closed Fund) (99%)
- ASG (Liberty All Star Growth Closed Fund) (99%)
- SOR (Source Capital Closed Fund) (99%)