Baron Capital Group

  • Baron Asset Fund

Baron Asset Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1987 4.5 -2.9 -16.5 -1.2 7.4 5.1 0 0 0 0 0 0 0
1988 -2.4 0.2 1.9 4.8 -2.2 -0.1 5 0.3 4.2 2.9 6.4 4.6 27.9
1989 -8.8 1.3 -6.9 -2.2 3.8 5.5 -0.9 3.8 5.8 6.9 -0.8 8.1 15
1990 3.1 10.8 -3.9 -8.4 -15.7 -1.5 -0.9 9 -4.4 1.4 1.6 -8.2 -18.5
1991 11.5 -3.2 -1.5 -1.5 3.7 4.9 -5.5 6.3 -0.9 4.5 7.3 5.3 34
1992 1.8 4.5 3.8 3.4 -1.7 4.3 -3.2 -1.9 -3.8 -2.9 4.6 4.8 0
1993 3 -4.1 1.1 2.7 7.1 1.1 -0.4 5.3 -0.2 5.9 -3.1 3.4 23.5
1994 0.4 -2.4 1.4 2.2 6.9 2.4 -1.5 -1.6 1.8 -3 -1.1 2.1 7.4
1995 2.7 5 -5.8 8 0.2 5 5.9 1.5 -1.2 3.2 3.8 3 35.2
1996 2.2 2.9 -2.9 3.9 4.8 -11 -0.9 3 5.2 7.2 3.6 3.4 0
1997 4.2 0.4 -2.2 8.7 -0.1 4.7 6.3 11.5 0.7 -6 -2 4.8 33.9
1998 9.3 7.7 7.5 4.9 -20.8 -7.9 4.6 -5.1 -2 6.9 6 -2.4 4.3
1999 7 2.8 3.6 -3.6 -4.8 -7.3 2.3 -0.6 10.1 8.8 -5.6 4.4 16.3
2000 7.7 -13.4 -0.4 0.8 3.5 4.7 5.3 -7.5 -8.1 11.2 5.3 -5.8 0.2
2001 9 7.4 3.9 -14.1 -6.2 0.7 -3.2 3.7 9 -13.7 -7.5 4.5 -10.1
2002 -3.5 8.6 -4.6 -7.5 -0.3 -10.9 -3.4 -2.6 -2.2 8 1.2 -2.9 -19.9
2003 1.7 2.8 4.7 -0.7 2.9 4.1 2.6 6.3 7.9 1.1 -2.6 -5.6 27.3
2004 5.7 7.8 2.2 5 -0.9 -4.9 2.9 -0.7 0.4 1.8 2 3.7 27.2
2005 -0.3 4.9 -0.1 1 -1.5 6.1 2.4 5.5 -5 -1.5 2 -1.1 12.5
2006 0.7 4.2 2.4 2.2 2.5 -4.3 0.7 -3.5 0.2 6.1 1.2 1.8 14.6
2007 -1.1 -3.8 4 4.9 1.8 -4 -2.2 4.4 3.3 -0.1 -1.2 4.3 10.2
2008 3 -12.5 -19.7 -8.7 2.9 -1.6 -7.5 1.8 6.4 -1.2 -3.8 -7.2 -40.8
2009 5.2 3.8 -2.9 5.3 2.6 6.6 1.4 2.7 15.9 8.4 -8.4 -9.9 0
2010 6.4 3.3 3.5 10.6 -5.6 5.3 -6.1 -7.2 4.7 6.1 3.7 -3.4 21.3
2011 -2 -0.8 12.5 -11.1 -5.5 -2.2 -0.2 -2.2 3.4 1.2 4.3 1.4 -3
2012 1.4 1.1 -1.2 2.8 4.7 -1.4 2 -8 0.1 3.7 5.3 4.6 15.4
2013 3.7 2.6 4 5.3 -1.2 4.9 -0.7 1.3 0.2 3.9 2.4 7.4 39
2014 0.2 1.8 4.6 -3.6 4.8 -2.5 3.4 2.4 -2.2 -3.2 6.7 -2.6 9.5
2015 -2 1.2 5.3 -3.8 -6.4 1.8 0.5 2 -1.8 1 5.3 -2.7 -0.3
2016 0 3.9 -3.8 -0.8 1.9 4 -0.3 3 0 7.4 -0.4 -8.1 6.2
2017 -1.6 1.8 3 1.8 -0.5 2 1.1 3.3 3.1 1 5.3 3.5 26.2
2018 -10.7 3.2 -9.3 0 4.4 3.5 1.7 3.9 0 1.5 -3.8 7.1 -0.1
2019 0.8 2.6 1.4 -2.2 -0.9 0.7 7.1 -2.6 5.2 3.4 6.7 9.1 35.2
2020 -2.6 12.4 -2.4 -4.6 2.4 7.4 2.5 9.9 13.5 -12.7 -6.8 2.3 28.8
2021 4.1 -12.2 6.5 -5 1.8 3.2 4.5 -1.6 15.2 -2.6 4.9 -3.2 5.7
2022 -4.3 7.2 9.3 -8.1 -3.8 10.6 -7.6 -3.9 -11.2 3.2 -3.9 -13.8 -26.1
2023 2.9 11 -5.1 -5.3 -1.8 2.8 5.1 -0.4 -1 1.6 -2.7 6.5 12.9
2024 -4.6 2 4.9 -1 0 0 0 0 0 0 0 0 1.1