Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFGUX (Baron Focused Growth Fund R6 Shs) | 5.25% | 25.12% | 22.29% | 13.35% | 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 |
|---|---|---|
| BFGUX (Baron Focused Growth Fund R6 Shs) | 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 (%) | 4.32 | 25.12 | 22.29 | 13.35 | NA | NA | NA | … | … | 5.25 | 24.46 | 29.85 | 27.75 | -35.30 | 3.43 | 115.62 | 30.31 | 4.07 | 26.67 | -3.34 |
| Sharpe Ratio | NA | 1.06 | 0.99 | 0.44 | NA | NA | NA | … | … | 0.08 | 0.94 | 1.44 | 1.35 | -1.13 | 0.12 | 2.54 | 1.87 | 0.14 | 2.43 | -0.78 |
| Standard Deviation(%) | NA | 18.43 | 18.82 | 22.24 | NA | NA | NA | … | … | 16.29 | 23.45 | 16.20 | 17.60 | 32.56 | 28.96 | 45.16 | 15.46 | 20.06 | 10.78 | 12.88 |
| Draw Down(%) | NA | 9.68 | 20.98 | 35.71 | NA | NA | NA | … | … | 8.52 | 20.98 | 7.90 | 16.26 | 38.80 | 24.93 | 43.60 | 8.53 | 20.71 | 5.90 | 10.17 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 4.79 | 9.59 | 6.39 | 4.79 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 7.37 | 15.57 | 5.91 | 2.25 | 1.08 | 2.56 | 5.40 |
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 |
|---|---|---|---|---|
| BFGUX (Baron Focused Growth Fund R6 Shs) |
-0.63%
Oct 2021 – Oct 2024 |
9.73%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFGUX (Baron Focused Growth Fund R6 Shs) |
51.20%
Dec 2018 – Dec 2021 |
37.89%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart