Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BGRFX (BARON GROWTH FUND BARON GROWTH FUND) | -6.16% | -10.96% | 0.73% | 2.23% | 5.69% | 8.72% | 7.31% | 10.19% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGRFX (BARON GROWTH FUND BARON GROWTH FUND) | 08/08/1995 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 08/08/1995.
AR inception is since 08/08/1995.
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.19 | -10.96 | 0.73 | 2.23 | 5.69 | 8.72 | 7.31 | 10.19 | -6.16 | -6.31 | 12.55 | -26.83 | 11.11 | 26.47 | 40.18 | -2.93 | 27.14 | 6.04 | -4.43 | 4.43 | 38.34 | 16.50 | 1.24 | 24.01 | 34.24 | -39.18 | 6.65 | 15.51 | 5.74 | 26.61 | 31.75 | -12.29 | 12.67 | -4.77 | 44.99 | 0.10 | 31.07 | 27.72 | 9.19 |
| Sharpe Ratio | NA | -0.76 | -0.17 | -0.01 | 0.18 | NA | NA | 0.41 | -0.75 | -0.69 | 0.51 | -0.99 | 0.55 | 0.65 | 2.65 | -0.24 | 2.99 | 0.38 | -0.31 | 0.33 | 3.13 | 1.22 | 0.05 | 1.33 | 1.28 | -1.10 | 0.23 | 0.91 | 0.28 | 2.10 | 2.18 | -0.66 | 0.53 | -0.33 | 2.19 | -0.14 | 2.01 | 2.27 | 2.62 |
| Standard Deviation(%) | NA | 22.73 | 21.27 | 22.09 | 21.65 | NA | NA | 20.10 | 25.75 | 18.70 | 16.38 | 28.72 | 19.99 | 40.02 | 14.66 | 17.84 | 8.90 | 15.37 | 14.55 | 13.54 | 12.23 | 13.55 | 26.00 | 18.01 | 26.75 | 36.25 | 16.06 | 13.55 | 12.70 | 12.20 | 14.23 | 20.31 | 19.81 | 27.15 | 19.07 | 23.26 | 13.63 | 10.59 | 8.06 |
| Draw Down(%) | NA | 28.91 | 28.91 | 40.69 | 41.14 | NA | NA | 56.10 | 18.48 | 16.78 | 15.03 | 33.64 | 14.34 | 41.14 | 8.43 | 25.26 | 4.79 | 13.76 | 12.12 | 10.40 | 5.18 | 8.72 | 24.02 | 14.22 | 25.45 | 50.06 | 9.53 | 14.80 | 9.92 | 11.58 | 10.59 | 25.08 | 19.88 | 17.98 | 13.72 | 37.23 | 11.45 | 11.93 | 5.04 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 4.01 | 6.20 | 5.52 | 13.73 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.00 | 7.58 | 13.22 | 12.35 | 8.40 | 4.50 | 3.27 | 11.11 | 1.59 | 0.00 | 0.13 | 0.02 | 5.00 | 5.53 | 4.64 | 0.00 | 0.00 | 0.00 | 5.96 | 9.77 | 7.65 | 0.14 | 0.39 | 1.69 | 1.02 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGRFX (BARON GROWTH FUND BARON GROWTH FUND) |
-15.71%
Feb 2006 - Feb 2009 |
-4.25%
Feb 2004 - Feb 2009 |
4.32%
Feb 1999 - Feb 2009 |
7.28%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGRFX (BARON GROWTH FUND BARON GROWTH FUND) |
28.51%
Feb 2009 - Feb 2012 |
26.68%
Feb 2009 - Feb 2014 |
17.40%
Feb 2009 - Feb 2019 |
13.85%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart