Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BHCUX (Baron Health Care Fund R6 Shares) | -4.29% | 14.93% | 3.24% | 0.59% | 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 |
|---|---|---|
| BHCUX (Baron Health Care Fund R6 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 (%) | -0.68 | 14.93 | 3.24 | 0.59 | NA | NA | NA | … | … | -4.29 | 11.64 | 1.50 | 6.42 | -16.90 | 15.77 | 47.74 | 35.61 | -4.42 |
| Sharpe Ratio | NA | 0.89 | 0.06 | -0.12 | NA | NA | NA | … | … | -0.68 | 0.51 | -0.16 | 0.21 | -0.81 | 0.85 | 1.51 | 2.10 | -0.40 |
| Standard Deviation(%) | NA | 15.04 | 15.32 | 17.00 | NA | NA | NA | … | … | 17.45 | 17.55 | 13.11 | 13.48 | 22.64 | 18.53 | 31.28 | 16.25 | 19.91 |
| Draw Down(%) | NA | 14.25 | 20.52 | 28.54 | NA | NA | NA | … | … | 12.47 | 17.04 | 11.15 | 12.20 | 25.30 | 14.58 | 28.49 | 10.54 | 23.71 |
| Yield(%) | 0.00 | 0.00 | 0.17 | 0.40 | 0.59 | 0.39 | 0.29 | … | … | 0.00 | 0.00 | 0.49 | 0.00 | 0.00 | 1.62 | 1.44 | 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 |
|---|---|---|---|---|
| BHCUX (Baron Health Care Fund R6 Shares) |
-3.54%
Dec 2021 – Dec 2024 |
-0.52%
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 |
|---|---|---|---|---|
| BHCUX (Baron Health Care Fund R6 Shares) |
32.37%
Dec 2018 – Dec 2021 |
15.45%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart