Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDFUX (BARON DISCOVERY FUND R6 SHARES) | 1.58% | 7.91% | 13.56% | 0.13% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDFUX (BARON DISCOVERY FUND R6 SHARES) | 09/01/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.03 | 7.91 | 13.56 | 0.13 | NA | NA | NA | … | … | 1.58 | 13.57 | 16.28 | 22.58 | -35.14 | 1.24 | 60.74 | 26.85 | 0.63 | 35.85 | 3.69 |
| Sharpe Ratio | NA | 0.43 | 0.50 | -0.09 | NA | NA | NA | … | … | 0.09 | 0.42 | 0.47 | 0.85 | -0.96 | 0.05 | 1.56 | 1.43 | -0.03 | 2.54 | 0.68 |
| Standard Deviation(%) | NA | 19.23 | 22.64 | 26.28 | NA | NA | NA | … | … | 21.62 | 25.73 | 20.82 | 21.86 | 38.15 | 24.35 | 38.65 | 17.82 | 21.64 | 13.96 | 16.78 |
| Draw Down(%) | NA | 17.94 | 24.26 | 45.38 | NA | NA | NA | … | … | 17.94 | 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 | 0.69 | 3.01 | 2.01 | 1.51 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.76 | 4.90 | 0.17 | 8.10 | 0.29 | 0.00 |
Data as of 06/04/2026, Common starting date 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 |
-2.21%
Mar 2021 – Mar 2026 |
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