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Baron Small Cap Fund R6 Shares: (MF: BSCUX)
(NASDAQ Mutual Funds) As of Aug 6, 2025 08:00 PM ET
$32.73 USD
-0.31 (-0.94%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.36 | 23 |
| 3 months | 10.38 | 24 |
| 6 months | 0.36 | 23 |
| 1 Year | 8.97 | 24 |
| 3 Year | 13.36 | 14 |
| 5 Year | 9.38 | 63 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 8.97 |
| 5 Year | 9.37 |
| 10 Year | NA |
| Since Inception | 13.01 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -9.07 | 10.38 | NA | NA |
| 2024 | 11.81 | -6.43 | 9.65 | -0.98 |
| 2023 | 9.44 | 6.49 | -3.11 | 12.64 |
| 2022 | -15.66 | -18.60 | -3.64 | 4.23 |
| 2021 | 2.66 | 6.35 | 1.31 | 4.69 |
| 2020 | -23.34 | 35.79 | 14.94 | 17.60 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.36 | 13.59 | 27.20 | -31.05 | 15.81 | 40.70 | 34.88 | -7.13 | 27.40 |
| % Total Return Rel to Index | -5.84 | -11.43 | 0.95 | -12.84 | -12.86 | 22.30 | 3.39 | -2.74 | 5.61 |
| % Total Return Rel to Peer | 2.15 | 1.66 | 11.12 | -11.53 | -3.49 | 21.71 | 9.45 | 3.64 | 11.81 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 1.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 4.22 | 0.92 | 1.45 | 4.72 | 4.12 | 2.82 | 2.61 | 3.84 |
| Expense Ratio | 1.05 | 1.05 | 1.06 | 1.04 | 1.04 | 1.05 | 1.05 | 1.05 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%