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BGRFX: BARON GROWTH FUND BARON GROWTH FUND (MUTUAL FUND)
Basic Info 56.13 0.47(0.84%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (40%) |
| Start Date: | 08/08/1995 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 15.52% |
| Expenses | 1.30% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 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(%) | -0.2 | -11.5 | -20.5 | -5.7 | -4.3 | 7.1 | 7.9 | 7.1 | 9.9 | -14.4 | 4.6 | 14.7 | -22.6 | 19.8 | 32.8 | 40.2 | -2.9 | 27.1 | 6.0 | -4.4 | 4.4 | 38.3 | 16.5 | 1.2 | 24.0 | 34.2 | -39.2 | 6.6 | 15.5 | 5.7 | 26.6 | 31.7 | -12.3 | 12.7 | -4.8 | 45.0 | 0.1 | 31.1 | 27.7 | 9.2 |
| Sharpe Ratio | NA | -1.26 | -1.27 | -0.47 | -0.35 | 0.26 | NA | NA | 0.42 | -0.89 | 0.07 | 0.68 | -0.85 | 1.08 | 0.81 | 2.64 | -0.24 | 2.99 | 0.38 | -0.31 | 0.33 | 3.13 | 1.22 | 0.05 | 1.33 | 1.28 | -1.1 | 0.22 | 0.9 | 0.27 | 2.1 | 2.18 | -0.66 | 0.52 | -0.33 | 2.18 | -0.14 | 2.0 | 2.25 | 2.6 |
| Draw Down(%) | NA | 17.7 | 27.1 | 32.8 | 34.8 | 41.1 | NA | NA | 56.1 | 20.6 | 10.1 | 15.0 | 33.6 | 9.0 | 41.1 | 8.4 | 25.3 | 4.8 | 13.8 | 12.1 | 10.4 | 5.2 | 8.7 | 24.0 | 14.2 | 25.4 | 50.1 | 9.5 | 14.8 | 9.9 | 11.6 | 10.6 | 25.1 | 19.9 | 18.0 | 13.7 | 37.2 | 11.4 | 11.9 | 5.0 |
| Standard Deviation(%) | NA | 22.2 | 18.2 | 17.4 | 20.0 | 21.2 | NA | NA | 19.8 | 19.5 | 14.2 | 16.3 | 28.4 | 18.4 | 39.8 | 14.7 | 17.8 | 8.9 | 15.4 | 14.6 | 13.5 | 12.2 | 13.6 | 26.0 | 18.0 | 26.8 | 36.3 | 16.1 | 13.5 | 12.7 | 12.2 | 14.2 | 20.3 | 19.8 | 27.2 | 19.1 | 23.3 | 13.6 | 10.6 | 8.1 |
| Treynor Ratio | NA | -0.64 | -0.46 | -0.12 | -0.09 | 0.06 | NA | NA | 0.1 | -0.25 | 0.01 | 0.13 | -0.28 | 0.22 | 0.3 | 0.39 | -0.05 | 0.28 | 0.06 | -0.05 | 0.05 | 0.44 | 0.21 | 0.01 | 0.3 | 0.39 | -0.54 | 0.04 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.15 | -0.11 | -0.06 | -0.04 | -0.01 | NA | NA | 0.02 | -0.09 | -0.03 | -0.02 | 0.01 | 0.0 | -0.01 | 0.02 | 0.01 | 0.02 | 0.0 | -0.01 | -0.03 | 0.03 | 0.01 | 0.02 | 0.0 | -0.01 | -0.02 | -0.03 | 0.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.44 | 0.5 | 0.69 | 0.78 | 0.9 | NA | NA | 0.85 | 0.7 | 0.74 | 0.86 | 0.85 | 0.92 | 1.07 | 0.99 | 0.94 | 0.97 | 0.91 | 0.88 | 0.93 | 0.88 | 0.79 | 0.9 | 0.79 | 0.87 | 0.74 | 0.87 | 1.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.14 | 0.19 | 0.5 | 0.71 | 0.81 | NA | NA | 0.61 | 0.57 | 0.62 | 0.79 | 0.93 | 0.83 | 0.93 | 0.88 | 0.92 | 0.8 | 0.88 | 0.9 | 0.89 | 0.9 | 0.89 | 0.96 | 0.92 | 0.95 | 0.9 | 0.87 | 0.24 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 15.0 | 11.4 | 2.0 | 4.5 | 8.8 | 5.8 | 5.0 | 7.6 | 13.2 | 12.4 | 8.4 | 4.5 | 3.3 | 11.1 | 1.6 | 0.0 | 0.1 | 0.0 | 5.0 | 5.5 | 4.6 | 0.0 | 0.0 | 0.0 | 6.0 | 9.8 | 7.6 | 0.1 | 0.4 | 1.7 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 22.8 | 530.9 | -66.6 | -43.0 | 85.2 | 59.2 | -40.6 | -35.1 | 3.5 | 26.8 | 86.9 | 79.4 | -68.5 | 590.5 | N/A | -100.0 | 233.3 | -99.5 | -1.6 | 23.5 | N/A | N/A | N/A | -100.0 | -48.7 | 69.4 | 5280.0 | -52.1 | -71.4 | 79.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/1994
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