Baron Capital Group

  • Baron Small Cap Fund

Baron Small Cap Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1997 4.4 -0.4 -0.8 0 0 0 0 0 0 0 0 0 0
1998 10.5 8.4 2.2 1.2 -22.7 -8 2 -4.5 3.8 6 9.3 -0.9 2.2
1999 15.8 10.6 5.2 0.6 -4.7 4.3 2.6 3.3 6 5.6 -4 11.3 70.8
2000 7 -13.8 0.3 -8.2 -0.2 -2.1 12.7 -3 -8.2 1 6.8 -8.2 -17.6
2001 8.4 11.1 -0.5 -11.6 -4.3 -4.8 5.7 3.8 8.9 -8.2 -6.8 6.6 5.2
2002 -4.2 5.1 -0.7 -3.1 -2.4 -11.1 -4.9 -0.5 4.2 7.3 0.4 1.2 0
2003 -1.8 0.7 8.7 -2.5 5.2 5 4.2 6.1 8.1 3 -2.2 -0.5 38.8
2004 6.2 7 4.1 2.8 -1.7 -6.1 -1.3 0.1 2.9 2.7 0.6 3.8 22.2
2005 2.1 6.6 -4.8 -1 -2.7 4.5 5 3.1 -4.5 -0.4 1.5 -0.6 8.4
2006 0.9 2.9 5.8 3.3 2.2 -6.5 -1.3 -5.7 -0.5 4.5 -0.2 6.7 11.8
2007 -2.5 -2.6 5.5 4.8 0.8 -4.2 0.1 3.9 2.1 0.7 -0.7 3.9 11.8
2008 5.8 -10.7 -19.4 -10.3 2.8 0.5 -9.6 3.2 5.1 -1.3 -3.6 -9.3 -40.2
2009 7.2 3.3 -3.2 5.1 2.7 5.2 1.9 3.5 14.1 8.1 -8 -7.1 35.3
2010 5.9 4.3 3 10.7 -5.4 5.9 -6 -6.4 5.5 6.2 2.5 -3.2 23.5
2011 -0.7 -0.2 13.4 -12.1 -8.3 -2.8 -0.6 -0.7 2.9 2.1 5.4 2.3 -1.6
2012 2.3 2.2 -0.9 2.2 5.3 -2.8 3.2 -7.8 1 2.4 5 5.5 18
2013 3.6 2.4 3.7 5.2 -1 5 -0.6 2.3 -0.1 4.8 1.1 6.3 37.8
2014 -0 1.1 4 -4.1 4.6 -5.3 4.8 1.9 -3.7 -2.1 4.8 -3.5 1.7
2015 -3.1 1.6 5.5 -6.8 -6.4 0.2 0.1 0.8 -2.2 1.3 6.5 -2.1 -5.4
2016 -0.1 4.9 -3.3 -0.1 2.2 4.2 0.2 2.4 2.2 7.3 -0 -9.4 10
2017 0.9 2 2.4 3.2 -0.4 1.6 1.4 2.2 3 1.9 4.5 1.9 27.3
2018 -12.2 1.2 -12.3 -0.8 6.5 2.9 2.3 4.7 -0.7 0.8 -2.7 4.8 -7.4
2019 0.8 -3.8 2.8 -1.9 -3 0.2 7.7 -7.1 4.8 2 7.5 12.2 22.6
2020 6.1 14.4 -3.1 -10 6.8 6.8 3.3 12.9 16.3 -20.3 -5.4 1.7 25.4
2021 2.6 -15.3 7 -5 4.5 2 2.9 -3.3 20 -0.7 4.9 -12.3 2.7
2022 -12.1 3.6 8.2 -9.5 -3.5 10.3 -7.3 -3.2 -9.3 1.2 -3.1 -14.1 -34.9
2023 6.1 11 -7.4 -5.3 -1.2 3.5 11.4 -3.5 -1 -1.8 -1.1 12.6 22.9
2024 -2.5 0 0 0 0 0 0 0 0 0 0 0 7