Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDFIX (BARON DISCOVERY FUND INSTITUTIONAL SHARES) | 1.55% | 7.88% | 13.55% | 0.13% | 13.73% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDFIX (BARON DISCOVERY FUND INSTITUTIONAL SHARES) | 10/04/2013 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.88 | 13.55 | 0.13 | 13.73 | NA | NA | … | … | 1.55 | 13.54 | 16.28 | 22.58 | -35.12 | 1.24 | 60.69 | 26.85 | 0.63 | 35.84 | 21.73 | -14.53 | 13.80 | 16.70 |
| Sharpe Ratio | NA | 0.43 | 0.50 | -0.09 | 0.49 | NA | NA | … | … | 0.09 | 0.42 | 0.47 | 0.85 | -0.96 | 0.05 | 1.56 | 1.43 | -0.03 | 2.53 | 1.17 | -0.82 | 0.75 | 5.57 |
| Standard Deviation(%) | NA | 19.23 | 22.64 | 26.27 | 25.32 | NA | NA | … | … | 21.66 | 25.71 | 20.83 | 21.84 | 38.12 | 24.34 | 38.66 | 17.85 | 21.64 | 13.98 | 18.41 | 17.77 | 18.26 | 16.38 |
| Draw Down(%) | NA | 17.94 | 24.26 | 45.38 | 46.39 | NA | NA | … | … | 17.94 | 24.26 | 10.90 | 20.93 | 39.58 | 20.89 | 38.85 | 11.50 | 30.76 | 7.14 | 18.50 | 25.31 | 17.62 | 3.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.69 | 3.49 | 2.79 | 2.09 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.76 | 4.90 | 0.17 | 8.10 | 0.28 | 2.40 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDFIX (BARON DISCOVERY FUND INSTITUTIONAL SHARES) |
-11.07%
Apr 2021 – Apr 2024 |
-2.21%
Mar 2021 – Mar 2026 |
9.48%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDFIX (BARON DISCOVERY FUND INSTITUTIONAL SHARES) |
33.85%
Apr 2018 – Apr 2021 |
33.99%
Feb 2016 – Feb 2021 |
15.45%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart