Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BDFUX (BARON DISCOVERY FUND R6 SHARES) | 8.07% | 31.00% | 14.13% | 8.74% | NA | NA | NA | 15.33% |
Data as of 07/03/2025, AR inception is 09/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDFUX (BARON DISCOVERY FUND R6 SHARES) | 09/01/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.32 | 31.00 | 14.13 | 8.74 | NA | NA | NA | 15.33 | 8.07 | 16.28 | 22.58 | -35.14 | 1.24 | 60.74 | 26.85 | 0.63 | 35.85 | 3.69 |
| Sharpe Ratio | NA | 1.01 | 0.40 | 0.29 | NA | NA | NA | 0.47 | 0.41 | 0.47 | 0.85 | -0.96 | 0.05 | 1.56 | 1.43 | -0.03 | 2.54 | 0.68 |
| Standard Deviation(%) | NA | 26.97 | 25.41 | 27.04 | NA | NA | NA | 26.06 | 31.79 | 20.82 | 21.86 | 38.15 | 24.35 | 38.65 | 17.82 | 21.64 | 13.96 | 16.78 |
| Draw Down(%) | NA | 24.26 | 24.26 | 46.39 | NA | NA | NA | 46.39 | 24.26 | 10.90 | 20.93 | 39.58 | 20.87 | 38.83 | 11.50 | 30.76 | 7.08 | 9.53 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.90 | 3.01 | 2.01 | 1.51 | 3.77 | 0.00 | 0.00 | 0.00 | 0.00 | 3.76 | 4.90 | 0.17 | 8.10 | 0.29 | 0.00 |
Data as of 07/03/2025, AR inception is 09/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDFUX (BARON DISCOVERY FUND R6 SHARES) |
-11.08%
Apr 2021 - Apr 2024 |
3.68%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDFUX (BARON DISCOVERY FUND R6 SHARES) |
33.86%
Apr 2018 - Apr 2021 |
27.91%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart