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BIOPX: BARON OPPORTUNITY FUND BARON OPPORTUNITY FUND (MUTUAL FUND)
Basic Info 50.46 0.32(0.64%) July 02
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (60%) |
| Start Date: | 03/01/2000 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 5.47% |
| Expenses | 1.31% |
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Performance Analytics (As of 06/30/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/01/2000 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | 7.1 | 23.3 | 27.1 | 16.2 | 17.5 | 17.0 | 13.9 | 10.2 | 39.9 | 49.6 | -43.0 | 11.9 | 88.8 | 40.3 | 8.1 | 40.6 | -4.9 | 1.1 | -1.7 | 37.5 | 13.7 | -6.2 | 25.4 | 61.8 | -46.1 | 21.1 | 12.1 | 7.0 | 25.6 | 73.8 | -29.0 | -3.6 | -39.0 |
| Sharpe Ratio | NA | 0.42 | 0.75 | 0.86 | 0.51 | 0.65 | NA | NA | 0.34 | 1.66 | 2.16 | -1.15 | 0.5 | 2.58 | 2.17 | 0.29 | 3.32 | -0.27 | 0.06 | -0.09 | 2.64 | 0.8 | -0.22 | 1.28 | 2.03 | -0.97 | 0.93 | 0.56 | 0.36 | 1.38 | 3.33 | -0.88 | -0.14 | -1.31 |
| Draw Down(%) | NA | 26.3 | 26.3 | 26.3 | 51.5 | 51.5 | NA | NA | 67.8 | 14.1 | 16.4 | 44.7 | 17.7 | 30.3 | 10.9 | 23.1 | 6.2 | 22.3 | 17.1 | 18.7 | 5.4 | 15.0 | 24.1 | 11.7 | 20.2 | 59.5 | 11.5 | 16.6 | 15.2 | 19.8 | 12.7 | 45.7 | 45.6 | 44.9 |
| Standard Deviation(%) | NA | 33.9 | 28.9 | 26.1 | 27.9 | 25.1 | NA | NA | 26.3 | 21.8 | 21.5 | 38.8 | 23.7 | 34.1 | 17.9 | 22.8 | 12.1 | 19.2 | 17.5 | 19.5 | 14.2 | 17.1 | 28.1 | 19.7 | 30.3 | 48.3 | 19.5 | 15.7 | 13.5 | 17.9 | 22.0 | 34.2 | 42.8 | 37.3 |
| Treynor Ratio | NA | 0.12 | 0.18 | 0.2 | 0.12 | 0.15 | NA | NA | 0.09 | 0.31 | 0.42 | -0.38 | 0.1 | 1.0 | 0.33 | 0.06 | 0.34 | -0.05 | 0.01 | -0.01 | 0.38 | 0.14 | -0.06 | 0.3 | 0.63 | -0.48 | 0.17 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.03 | 0.0 | 0.03 | 0.01 | 0.02 | NA | NA | 0.02 | 0.07 | 0.08 | -0.06 | -0.04 | 0.15 | 0.0 | 0.06 | 0.05 | -0.05 | 0.01 | -0.07 | 0.02 | -0.01 | -0.01 | 0.0 | 0.05 | 0.0 | 0.01 | 0.01 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.19 | 1.19 | 1.14 | 1.17 | 1.08 | NA | NA | 1.03 | 1.19 | 1.09 | 1.17 | 1.21 | 0.88 | 1.17 | 1.18 | 1.17 | 1.1 | 1.02 | 1.28 | 1.0 | 1.0 | 0.97 | 0.86 | 0.98 | 0.97 | 1.04 | 1.09 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.88 | 0.82 | 0.81 | 0.85 | 0.84 | NA | NA | 0.6 | 0.68 | 0.73 | 0.94 | 0.86 | 0.85 | 0.83 | 0.89 | 0.64 | 0.84 | 0.85 | 0.81 | 0.86 | 0.89 | 0.95 | 0.91 | 0.92 | 0.88 | 0.84 | 0.21 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 5.4 | 3.0 | 5.7 | 9.1 | 12.3 | 11.7 | N/A | 6.8 | 0.0 | 0.0 | 9.1 | 12.0 | 9.6 | 5.4 | 18.7 | 11.7 | 10.0 | 5.3 | 7.7 | 1.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -71.1 | -2.7 | 615.1 | N/A | N/A | N/A | N/A | N/A | -100.0 | 29.4 | 66.2 | 81.0 | -65.0 | 40.1 | 4.1 | 76.4 | -14.3 | 400.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/01/2000
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