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
2000 -2.7 -22.1 -8.1 -6 7.3 -2.4 10.2 -5.7 -13.1 -1.4 0 0 0
2001 8.9 14.7 14.7 -22.8 -15.3 -4.9 4.3 2.4 28.9 -17.9 -18.4 17.3 -3.6
2002 -9.8 12.2 13.2 -4.7 2.4 -11.2 -11.4 -7.6 -6.7 7.4 -9.6 -3.6 -29
2003 3.9 -2.3 9.9 -2.3 6.6 8.7 5 14.3 9.9 7.2 -1.9 -0.7 73.8
2004 5.2 7.3 6.1 5.3 -1.1 -9.3 -0.9 3.2 -2.4 3.6 0 7.3 25.6
2005 0.4 7.2 -1.4 3 -0.3 4.7 2.3 7.9 -4.7 -1.8 -3.6 -5.7 7
2006 -1.2 4 5.6 5.5 3.3 -5.8 -2.2 -6 2.1 2.6 0.5 4.2 0
2007 -0.6 -6.5 9.2 6.7 2 -2.3 0.3 6.2 0 0.8 0.2 4.4 21.1
2008 6.1 -12.4 -22.6 -13.5 0.9 -0.8 -9.6 3.1 10.4 -0.1 -2.7 -13.3 -46.1
2009 5.9 5.3 -2.6 7.6 0.8 8.7 1.4 6.1 15.3 12 -7 -2.1 61.8
2010 6.9 1.9 4 11.5 -4 7.5 -3.7 -5.4 0.8 7.3 2.5 -4.8 25.4
2011 -2.2 -1.3 9.5 -11.3 -5.4 -2.3 -0.1 -2.4 3.7 1.8 3.9 1.3 0
2012 2.6 0.1 -3.8 1.6 6.4 -2.2 4.7 -9.9 -1.2 6 5.6 4.4 13.7
2013 5 2.8 0.4 5 0 6.6 1.5 3.2 -0.4 3.5 1.1 4.1 37.6
2014 0.5 1 2.2 -4.2 4.5 -4.5 7.8 3.1 -9.8 -6.5 6.2 -0.3 0
2015 -2.3 2.1 7.9 -4.5 -8.9 0.9 1.1 1.6 0 -0.4 7.6 -3 1.1
2016 -1.3 -0.8 -4.2 2.3 -1 5.1 -1.2 3.6 0.9 7.1 -2.9 -11.4 -4.9
2017 2.1 1.1 2.8 0.4 0.4 2.5 0.8 4.4 5.9 3.5 3.5 7.4 40.6
2018 -8.9 1.4 -9.7 -0.6 8.1 0.4 1.9 5.9 2.1 -0.3 -1.9 11.7 8.1
2019 1.4 0.9 3.8 -3.5 -2.2 1.1 7.9 -5 3.5 3.1 6.5 10.6 30.5
2020 9.3 13 -0.4 -8.1 11.1 7.1 10.2 10.5 14.8 -10.7 -1.7 6.3 75
2021 -2 -9.7 7.5 -3.5 2.8 -1.3 7.5 -3.5 6.1 2.3 4.5 -5.6 3.3
2022 -8.7 1.4 3.1 -10.3 -2.2 11.2 -7.2 -5.8 -16.6 2.3 -3.1 -15.4 -43
2023 5.4 13.4 -3.8 -5.1 -3.6 3.7 6.1 11.5 -1.7 6.8 -0 10.4 49.6
2024 -4.1 1.9 10.2 2.6 0 0 0 0 0 0 0 0 15.3