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Baron Opportunity Fund R6 Shs: (MF: BIOUX)
(NASDAQ Mutual Funds) As of Aug 6, 2025 08:00 PM ET
$56.78 USD
+0.93 (1.67%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.52 | 53 |
| 3 months | 23.29 | 45 |
| 6 months | 8.52 | 53 |
| 1 Year | 26.41 | 19 |
| 3 Year | 28.62 | 32 |
| 5 Year | 16.29 | 43 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 26.41 |
| 5 Year | 16.28 |
| 10 Year | NA |
| Since Inception | 21.84 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -11.97 | 23.29 | NA | NA |
| 2024 | 15.31 | 4.42 | 4.06 | 11.92 |
| 2023 | 17.94 | 16.32 | -5.05 | 15.12 |
| 2022 | -16.00 | -26.97 | -2.37 | -4.52 |
| 2021 | 0.87 | 10.13 | -2.02 | 3.16 |
| 2020 | -6.60 | 39.73 | 17.89 | 23.06 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.52 | 40.26 | 49.96 | -42.83 | 12.29 | 89.36 | 40.65 | 8.34 | 40.94 |
| % Total Return Rel to Index | 2.32 | 15.24 | 23.71 | -24.62 | -16.38 | 70.95 | 9.16 | 12.73 | 19.15 |
| % Total Return Rel to Peer | -0.73 | 10.22 | 2.50 | -5.73 | -5.73 | 39.97 | 2.44 | 12.20 | 6.49 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 5.00 | 4.00 | 1.00 | 2.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 2.33 | 0.00 | 0.00 | 3.61 | 2.79 | 1.68 | 0.92 | 2.64 |
| Expense Ratio | 1.05 | 1.05 | 1.07 | 1.05 | 1.05 | 1.08 | 1.08 | 1.09 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%