Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BHCFX (Baron Health Care Fund Retail Shares) | -4.41% | 14.58% | 2.96% | 0.33% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHCFX (Baron Health Care Fund Retail Shares) | 05/01/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.70 | 14.58 | 2.96 | 0.33 | NA | NA | NA | … | … | -4.41 | 11.32 | 1.31 | 6.16 | -17.10 | 15.45 | 47.38 | 35.23 | -4.52 |
| Sharpe Ratio | NA | 0.88 | 0.04 | -0.13 | NA | NA | NA | … | … | -0.70 | 0.49 | -0.18 | 0.19 | -0.82 | 0.83 | 1.50 | 2.07 | -0.41 |
| Standard Deviation(%) | NA | 14.99 | 15.33 | 17.00 | NA | NA | NA | … | … | 17.37 | 17.54 | 13.20 | 13.51 | 22.60 | 18.52 | 31.29 | 16.28 | 19.93 |
| Draw Down(%) | NA | 14.34 | 20.63 | 28.61 | NA | NA | NA | … | … | 12.49 | 17.08 | 11.23 | 12.26 | 25.35 | 14.63 | 28.52 | 10.57 | 23.81 |
| Yield(%) | 0.00 | 0.00 | 0.07 | 0.34 | 0.53 | 0.35 | 0.27 | … | … | 0.00 | 0.00 | 0.21 | 0.00 | 0.00 | 1.63 | 1.45 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHCFX (Baron Health Care Fund Retail Shares) |
-3.76%
Dec 2021 – Dec 2024 |
-0.78%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHCFX (Baron Health Care Fund Retail Shares) |
32.02%
Dec 2018 – Dec 2021 |
15.15%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart