Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BGRUX (BARON GROWTH FUND CLASS R6) -12.15% -21.16% -5.64% -4.34% 8.59% NA NA
Data as of 06/04/2026, Common starting date is 01/29/2016
More Performance Analytics Comparison
Name Start Date End Date
BGRUX (BARON GROWTH FUND CLASS R6) 01/29/2016 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 (%) -1.46 -21.16 -5.64 -4.34 8.59 NA NA -12.15 -14.21 4.89 14.97 -22.35 20.11 33.11 40.53 -2.68 43.93 13.93
Sharpe Ratio NA -1.26 -0.46 -0.33 0.33 NA NA -1.25 -0.88 0.09 0.70 -0.84 1.09 0.82 2.66 -0.23 2.79 1.05
Standard Deviation(%) NA 18.17 17.38 19.97 21.59 NA NA 22.19 19.49 14.17 16.26 28.39 18.37 39.79 14.66 17.83 15.61 14.28
Draw Down(%) NA 26.94 32.56 34.61 41.13 NA NA 17.64 20.48 10.04 14.97 33.56 8.97 41.13 8.43 25.20 4.79 10.43
Yield(%) 0.00 14.78 8.96 6.96 11.49 8.51 6.38 0.00 14.28 10.78 1.91 4.28 8.45 5.60 4.84 7.38 25.86 12.73
Data as of 06/04/2026, Common starting date is 01/29/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BGRUX (BARON GROWTH FUND CLASS R6) -5.61%
Apr 2023 – Apr 2026
-4.63%
Apr 2021 – Apr 2026
8.74%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BGRUX (BARON GROWTH FUND CLASS R6) 30.98%
Dec 2018 – Dec 2021
27.15%
Oct 2016 – Oct 2021
10.39%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return