Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BDFIX (BARON DISCOVERY FUND INSTITUTIONAL SHARES) | 8.04% | 30.96% | 14.13% | 8.73% | 11.70% | NA | NA | 13.86% |
Data as of 07/03/2025, AR inception is 10/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDFIX (BARON DISCOVERY FUND INSTITUTIONAL SHARES) | 10/04/2013 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.32 | 30.96 | 14.13 | 8.73 | 11.70 | NA | NA | 13.86 | 8.04 | 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 | 1.03 | 0.47 | 0.26 | 0.41 | NA | NA | 0.48 | 0.44 | 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 | 26.96 | 25.34 | 27.01 | 25.34 | NA | NA | 24.32 | 31.30 | 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 | 24.26 | 24.26 | 46.39 | 46.39 | NA | NA | 46.39 | 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 | 1.90 | 3.04 | 2.79 | 2.09 | 3.81 | 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 07/03/2025, AR inception 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 |
3.67%
Sep 2018 - Sep 2023 |
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 |
12.56%
Nov 2014 - Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart