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BSCFX: BARON SMALL CAP FUND BARON SMALL CAP FUND (MUTUAL FUND)
Basic Info 26.03 0.4(1.51%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (39%) |
| Start Date: | 10/06/1997 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 8.98% |
| Expenses | 1.31% |
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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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | -4.8 | -3.6 | 7.8 | 0.4 | 10.0 | 9.2 | 8.2 | 9.5 | -0.9 | 13.1 | 26.9 | -31.2 | 15.4 | 40.4 | 34.6 | -7.4 | 27.4 | 10.0 | -5.4 | 1.7 | 37.8 | 18.0 | -1.6 | 23.5 | 35.3 | -40.3 | 11.8 | 11.8 | 8.3 | 22.2 | 38.8 | -9.7 | 5.2 | -17.5 | 70.8 | 2.2 | 2.0 |
| Sharpe Ratio | NA | -0.42 | -0.09 | 0.33 | -0.08 | 0.38 | NA | NA | 0.36 | -0.17 | 0.52 | 1.27 | -1.04 | 0.81 | 1.04 | 2.04 | -0.43 | 2.68 | 0.58 | -0.36 | 0.12 | 3.01 | 1.15 | -0.06 | 0.6 | 1.31 | -1.1 | 0.49 | 0.57 | 0.49 | 1.57 | 2.48 | -0.53 | 0.13 | -0.78 | 3.96 | -0.05 | 0.28 |
| Draw Down(%) | NA | 15.0 | 15.0 | 26.9 | 37.9 | 39.6 | NA | NA | 55.6 | 25.8 | 9.3 | 15.6 | 34.9 | 11.2 | 39.6 | 10.2 | 28.1 | 5.0 | 17.6 | 16.6 | 12.1 | 5.2 | 11.7 | 27.7 | 20.4 | 23.9 | 52.4 | 10.9 | 17.7 | 11.5 | 15.1 | 7.9 | 28.0 | 24.3 | 27.6 | 9.9 | 45.9 | 6.2 |
| Standard Deviation(%) | NA | 19.3 | 17.5 | 19.7 | 22.3 | 22.5 | NA | NA | 22.2 | 22.4 | 18.4 | 18.4 | 31.5 | 18.9 | 38.5 | 16.2 | 20.4 | 10.0 | 16.8 | 15.0 | 14.4 | 12.5 | 15.7 | 28.1 | 39.0 | 26.8 | 37.6 | 17.6 | 14.9 | 12.5 | 13.5 | 15.4 | 20.6 | 21.3 | 27.9 | 17.0 | 22.7 | 17.1 |
| Treynor Ratio | NA | -0.11 | -0.02 | 0.07 | -0.02 | 0.09 | NA | NA | 0.09 | -0.04 | 0.1 | 0.26 | -0.35 | 0.18 | 0.4 | 0.33 | -0.09 | 0.3 | 0.1 | -0.06 | 0.02 | 0.45 | 0.2 | -0.02 | 0.31 | 0.44 | -0.48 | 0.09 | 0.1 | 0.08 | 0.33 | 0.55 | -0.15 | 0.04 | -0.35 | 0.9 | -0.01 | 0.0 |
| Alpha | NA | -0.14 | -0.09 | -0.02 | -0.02 | 0.0 | NA | NA | 0.01 | -0.03 | -0.01 | 0.02 | -0.02 | 0.04 | 0.02 | 0.01 | -0.01 | 0.03 | 0.0 | -0.01 | -0.01 | 0.02 | 0.01 | 0.0 | 0.03 | 0.01 | -0.04 | 0.01 | 0.0 | 0.0 | 0.04 | 0.03 | 0.01 | 0.02 | -0.07 | 0.16 | 0.01 | NA |
| Beta | NA | 0.72 | 0.77 | 0.87 | 0.9 | 0.94 | NA | NA | 0.84 | 0.88 | 0.93 | 0.91 | 0.94 | 0.86 | 0.99 | 1.0 | 1.02 | 0.9 | 0.93 | 0.91 | 0.89 | 0.85 | 0.89 | 0.86 | 0.75 | 0.8 | 0.85 | 0.91 | 0.83 | 0.78 | 0.64 | 0.7 | 0.74 | 0.72 | 0.62 | 0.75 | 0.85 | NA |
| RSquared | NA | 0.68 | 0.72 | 0.87 | 0.91 | 0.93 | NA | NA | 0.79 | 0.9 | 0.9 | 0.93 | 0.97 | 0.9 | 0.97 | 0.94 | 0.94 | 0.86 | 0.94 | 0.94 | 0.94 | 0.95 | 0.94 | 0.98 | 0.2 | 0.96 | 0.96 | 0.9 | 0.89 | 0.87 | 0.77 | 0.78 | 0.81 | 0.73 | 0.62 | 0.47 | 0.69 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.6 | 14.2 | 3.7 | 3.9 | 13.1 | 13.9 | 11.8 | 9.2 | 15.1 | 20.6 | 10.3 | 5.9 | 4.8 | 3.5 | 1.9 | 0.0 | 0.0 | 0.0 | 7.3 | 13.1 | 3.4 | 3.0 | 0.0 | 2.5 | 0.0 | 2.2 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -38.4 | 359.1 | -36.7 | -69.2 | 14.7 | 46.0 | 7.9 | -32.1 | -32.3 | 66.5 | 67.7 | 58.5 | 57.7 | 78.5 | N/A | -100.0 | N/A | -100.0 | -45.5 | 315.4 | 33.1 | N/A | -100.0 | N/A | -100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/1997
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