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BGRIX: BARON GROWTH FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 60.67 0.51(0.85%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (28%) |
| Start Date: | 06/04/2009 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 14.80% |
| Expenses | 1.30% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | -11.4 | -20.3 | -5.5 | -4.1 | 7.4 | 8.2 | 10.1 | -14.2 | 4.9 | 15.0 | -22.4 | 20.1 | 33.1 | 40.5 | -2.7 | 27.5 | 6.3 | -4.2 | 4.7 | 38.7 | 16.8 | 1.5 | 24.3 | 18.4 |
| Sharpe Ratio | NA | -1.25 | -1.26 | -0.46 | -0.33 | 0.27 | NA | 0.47 | -0.88 | 0.09 | 0.7 | -0.84 | 1.09 | 0.82 | 2.66 | -0.23 | 3.02 | 0.4 | -0.29 | 0.34 | 3.16 | 1.25 | 0.06 | 1.35 | 1.96 |
| Draw Down(%) | NA | 17.6 | 26.9 | 32.6 | 34.6 | 41.1 | NA | 41.1 | 20.5 | 10.0 | 15.0 | 33.6 | 9.0 | 41.1 | 8.4 | 25.2 | 4.8 | 13.7 | 12.1 | 10.3 | 5.2 | 8.7 | 24.0 | 14.1 | 6.3 |
| Standard Deviation(%) | NA | 22.2 | 18.2 | 17.4 | 20.0 | 21.2 | NA | 19.6 | 19.5 | 14.2 | 16.3 | 28.4 | 18.4 | 39.8 | 14.7 | 17.8 | 8.9 | 15.4 | 14.5 | 13.5 | 12.2 | 13.6 | 26.0 | 18.0 | 17.2 |
| Treynor Ratio | NA | -0.64 | -0.46 | -0.12 | -0.08 | 0.06 | NA | 0.1 | -0.25 | 0.02 | 0.13 | -0.28 | 0.22 | 0.3 | 0.39 | -0.04 | 0.28 | 0.07 | -0.05 | 0.05 | 0.44 | 0.21 | 0.02 | 0.31 | 0.41 |
| Alpha | NA | -0.14 | -0.11 | -0.06 | -0.04 | -0.01 | NA | -0.01 | -0.09 | -0.03 | -0.02 | 0.01 | 0.01 | -0.01 | 0.02 | 0.01 | 0.02 | 0.0 | -0.01 | -0.03 | 0.03 | 0.02 | 0.02 | 0.01 | 0.0 |
| Beta | NA | 0.44 | 0.5 | 0.69 | 0.78 | 0.9 | NA | 0.89 | 0.7 | 0.74 | 0.86 | 0.85 | 0.92 | 1.07 | 0.99 | 0.94 | 0.97 | 0.91 | 0.87 | 0.93 | 0.88 | 0.79 | 0.9 | 0.79 | 0.82 |
| RSquared | NA | 0.14 | 0.19 | 0.5 | 0.71 | 0.81 | NA | 0.84 | 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 | 0.94 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 14.3 | 10.8 | 1.9 | 4.3 | 8.4 | 5.6 | 4.8 | 7.4 | 12.9 | 12.1 | 8.3 | 4.4 | 3.2 | 11.3 | 1.6 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 25.1 | 530.9 | -66.6 | -43.0 | 85.3 | 59.2 | -40.6 | -35.1 | 3.5 | 26.3 | 87.6 | 79.4 | -69.3 | 609.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/29/2009
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