Baron Capital Group

  • Baron Opportunity Fund

Baron Opportunity Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2009 6 5.2 -2.5 7.6 0.9 8.7 1.4 0 0 0 0 0 0
2010 6.9 2 4.1 11.5 -3.9 7.6 -3.6 -5.3 0.7 7.4 2.5 -4.8 25.7
2011 -2.3 -1.2 9.5 -11.3 -5.3 -2.3 -0.1 -2.4 3.7 1.8 4 1.2 -5.9
2012 2.6 0.1 -3.8 1.6 6.4 -2.2 4.7 -9.9 -1.3 6.1 5.5 4.5 14
2013 5 2.9 0.4 5 0 6.6 1.5 3.2 -0.4 3.5 1.1 4.1 38
2014 0.5 1 2.2 -4.3 4.6 -4.5 7.8 3.1 -9.8 -6.4 6.3 -0.3 -1.4
2015 -2.3 2.1 7.9 -4.4 -8.9 0.9 1.2 1.7 0.1 -0.4 7.7 -3 1.3
2016 -1.3 -0.8 -4.1 2.3 -0.9 5.1 -1.1 3.6 1 7.1 -2.9 -11.4 -4.6
2017 2.2 1.1 2.8 0.4 0.4 2.6 0.8 4.4 5.9 3.5 3.6 7.4 40.9
2018 -8.9 1.4 -9.6 -0.7 8.1 0.4 1.9 5.9 2.1 -0.4 -1.8 11.7 8.4
2019 1.4 1.2 3.9 -3.5 -2.2 1.1 7.9 -5 3.6 3.1 6.5 10.7 31.2
2020 1.4 13 -0.4 -7.8 11.2 7.1 10.2 10.5 14.8 -10.7 -1.7 6.3 76.2
2021 -2 -9.3 7.5 -3.5 2.8 -1.3 7.5 -3.4 14.4 -5.6 4.5 2.2 4
2022 -8.7 1.4 3.1 -10.3 -2.1 11.2 -7.1 -5.8 -16.6 2.3 -3 -15.4 -42.8
2023 5.5 13.4 -3.8 -5.1 -3.6 3.8 6.1 11.5 -1.7 6.8 0 10.4 50
2024 1 0 0 0 0 0 0 0 0 0 0 0 14.7