Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSCUX (BARON SMALL CAP FUND CLASS R6) | -4.67% | -3.37% | 8.29% | 0.42% | 10.09% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/29/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSCUX (BARON SMALL CAP FUND CLASS R6) | 01/29/2016 | 06/05/2026 |
| 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 (%) | -2.50 | -3.37 | 8.29 | 0.42 | 10.09 | NA | NA | … | … | -4.67 | -0.69 | 13.43 | 27.22 | -31.01 | 15.71 | 40.74 | 34.99 | -7.14 | 27.61 | 21.73 |
| Sharpe Ratio | NA | -0.07 | 0.34 | -0.07 | 0.40 | NA | NA | … | … | -0.41 | -0.16 | 0.53 | 1.29 | -1.03 | 0.83 | 1.05 | 2.06 | -0.42 | 2.70 | 1.54 |
| Standard Deviation(%) | NA | 17.56 | 19.74 | 22.31 | 22.48 | NA | NA | … | … | 19.32 | 22.40 | 18.38 | 18.45 | 31.54 | 18.94 | 38.44 | 16.24 | 20.36 | 10.02 | 15.22 |
| Draw Down(%) | NA | 14.95 | 26.83 | 37.83 | 39.57 | NA | NA | … | … | 14.95 | 25.81 | 9.22 | 15.58 | 34.79 | 11.19 | 39.57 | 10.14 | 28.06 | 5.03 | 9.02 |
| Yield(%) | 0.00 | 8.02 | 9.05 | 6.69 | 11.08 | 8.44 | 6.33 | … | … | 0.00 | 7.88 | 13.11 | 3.46 | 3.62 | 12.37 | 13.27 | 11.37 | 8.88 | 14.69 | 21.80 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| BSCUX (BARON SMALL CAP FUND CLASS R6) |
-1.55%
Apr 2021 – Apr 2024 |
0.01%
Apr 2021 – Apr 2026 |
10.40%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSCUX (BARON SMALL CAP FUND CLASS R6) |
30.02%
Dec 2018 – Dec 2021 |
23.16%
Feb 2016 – Feb 2021 |
11.98%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart