Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFGIX (BARON FOCUSED GROWTH FUND INSTITUTIONAL SHARES) | 4.22% | 25.19% | 21.88% | 12.91% | 21.38% | 16.52% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/28/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFGIX (BARON FOCUSED GROWTH FUND INSTITUTIONAL SHARES) | 12/28/2009 | 06/05/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.66 | 25.19 | 21.88 | 12.91 | 21.38 | 16.52 | NA | … | … | 4.22 | 24.46 | 29.85 | 27.78 | -35.32 | 3.43 | 115.58 | 31.20 | 4.07 | 25.28 | 0.97 | -2.12 | 2.55 | 26.09 | 16.17 | -1.11 | 21.23 | -2.77 |
| Sharpe Ratio | NA | 1.06 | 0.99 | 0.44 | 0.81 | NA | NA | … | … | 0.08 | 0.94 | 1.44 | 1.35 | -1.13 | 0.12 | 2.54 | 1.92 | 0.14 | 2.27 | 0.05 | -0.14 | 0.17 | 2.03 | 1.19 | -0.04 | 1.15 | -8.48 |
| Standard Deviation(%) | NA | 18.43 | 18.84 | 22.24 | 24.12 | NA | NA | … | … | 16.29 | 23.49 | 16.19 | 17.63 | 32.51 | 28.96 | 45.16 | 15.50 | 20.02 | 10.93 | 16.88 | 15.80 | 14.63 | 12.82 | 13.65 | 26.48 | 18.40 | 10.69 |
| Draw Down(%) | NA | 9.69 | 20.97 | 35.71 | 43.62 | NA | NA | … | … | 8.53 | 20.97 | 7.88 | 16.25 | 38.80 | 24.95 | 43.62 | 8.58 | 20.67 | 5.96 | 17.21 | 17.50 | 11.50 | 7.48 | 11.77 | 24.28 | 14.10 | 2.77 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 4.75 | 9.95 | 9.45 | 8.48 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 7.38 | 15.58 | 5.91 | 3.01 | 1.08 | 1.31 | 5.82 | 5.59 | 0.62 | 1.70 | 0.00 | 0.00 | 0.00 | 1.48 |
Data as of 06/05/2026, Common starting date is 12/28/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFGIX (BARON FOCUSED GROWTH FUND INSTITUTIONAL SHARES) |
-0.64%
Oct 2021 – Oct 2024 |
5.37%
Feb 2011 – Feb 2016 |
9.16%
Mar 2010 – Mar 2020 |
14.98%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFGIX (BARON FOCUSED GROWTH FUND INSTITUTIONAL SHARES) |
51.55%
Dec 2018 – Dec 2021 |
37.80%
Oct 2016 – Oct 2021 |
21.92%
Feb 2016 – Feb 2026 |
17.22%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart