Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDFFX (BARON DISCOVERY FUND BARON DISCOVERY FUND) | -1.97% | 3.78% | 11.97% | -1.09% | 13.05% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDFFX (BARON DISCOVERY FUND BARON DISCOVERY FUND) | 10/04/2013 | 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 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.62 | 3.78 | 11.97 | -1.09 | 13.05 | NA | NA | … | … | -1.97 | 13.28 | 15.95 | 22.28 | -35.30 | 0.91 | 60.20 | 26.46 | 0.42 | 35.53 | 21.40 | -14.73 | 13.45 | 16.70 |
| Sharpe Ratio | NA | 0.06 | 0.38 | -0.13 | 0.45 | NA | NA | … | … | -0.32 | 0.41 | 0.45 | 0.83 | -0.96 | 0.04 | 1.54 | 1.41 | -0.04 | 2.50 | 1.15 | -0.83 | 0.73 | 5.54 |
| Standard Deviation(%) | NA | 19.57 | 22.72 | 26.33 | 25.35 | NA | NA | … | … | 22.00 | 25.71 | 20.81 | 21.86 | 38.18 | 24.36 | 38.63 | 17.83 | 21.69 | 14.02 | 18.47 | 17.77 | 18.30 | 16.46 |
| Draw Down(%) | NA | 17.98 | 24.33 | 45.50 | 46.58 | NA | NA | … | … | 17.98 | 24.33 | 11.02 | 21.07 | 39.66 | 21.11 | 38.85 | 11.56 | 30.80 | 7.15 | 18.51 | 25.41 | 17.78 | 3.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.69 | 3.49 | 2.77 | 2.08 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.83 | 4.98 | 0.17 | 8.17 | 0.05 | 2.41 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDFFX (BARON DISCOVERY FUND BARON DISCOVERY FUND) |
-11.30%
Apr 2021 – Apr 2024 |
-2.47%
Mar 2021 – Mar 2026 |
9.19%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDFFX (BARON DISCOVERY FUND BARON DISCOVERY FUND) |
33.50%
Apr 2018 – Apr 2021 |
33.66%
Feb 2016 – Feb 2021 |
15.16%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
