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Baron Focused Growth Fund R6 Shs: (MF: BFGUX)
(NASDAQ Mutual Funds) As of Aug 4, 2025 08:00 PM ET
$53.08 USD
+1.28 (2.47%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.81 | 66 |
| 3 months | 12.77 | 35 |
| 6 months | 3.81 | 66 |
| 1 Year | 32.83 | 2 |
| 3 Year | 18.89 | 36 |
| 5 Year | 22.91 | 1 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 32.83 |
| 5 Year | 22.90 |
| 10 Year | NA |
| Since Inception | 21.14 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -7.94 | 12.77 | NA | NA |
| 2024 | 1.67 | -0.18 | 11.76 | 14.47 |
| 2023 | 14.47 | 7.37 | -5.28 | 9.72 |
| 2022 | -8.02 | -19.92 | 2.19 | -4.51 |
| 2021 | 0.09 | 2.44 | 4.84 | 10.81 |
| 2020 | -16.73 | 40.65 | 43.70 | 32.34 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.81 | 29.85 | 27.74 | -28.12 | 19.13 | 122.73 | 30.31 | 4.06 | 26.67 |
| % Total Return Rel to Index | -2.38 | 4.83 | 1.50 | -9.91 | -9.54 | 104.33 | -1.17 | 8.46 | 4.87 |
| % Total Return Rel to Peer | -1.32 | 10.46 | 4.74 | -8.42 | -2.92 | 102.81 | 1.89 | 10.93 | 5.99 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 4.00 | 1.00 | 3.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 3.51 | 6.91 | 1.23 | 0.36 | 0.16 | 0.32 |
| Expense Ratio | 0.00 | 1.05 | 1.06 | 1.05 | 1.05 | 1.07 | 1.10 | 1.10 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%