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
2009 7.2 3.3 -3.1 5.1 2.7 5.2 2 0 0 0 0 0 0
2010 5.9 4.4 3 10.7 -5.4 5.9 -6 -6.4 5.6 6.2 2.6 -3.2 0
2011 -0.7 -0.2 13.5 -12 -8.2 -2.7 -0.6 -0.7 2.9 2.1 5.5 2.3 0
2012 2.3 2.2 -0.9 2.2 5.4 -2.8 3.3 -7.8 1 2.4 5 5.6 18.3
2013 3.7 2.4 3.7 5.2 -0.9 5 -0.6 2.4 -0.1 4.8 1.1 6.4 38.1
2014 -0 1.1 4 -4 4.6 -5.2 4.8 1.9 -3.7 -2.1 4.8 -3.5 2
2015 -3.1 1.6 5.5 -6.8 -6.4 0.3 0.1 0.8 -2.2 1.3 6.5 -2 -5.2
2016 -0.1 4.9 -3.3 -0 2.2 4.2 0.3 2.4 2.3 7.3 0 -9.4 10.3
2017 1 2 2.4 3.2 -0.4 1.6 1.4 2.2 3 1.9 4.6 1.9 27.6
2018 -12.2 1.3 -12.3 -0.8 6.5 2.9 2.3 4.7 -0.6 0.8 -2.7 4.9 -7.1
2019 0.9 -3.3 2.8 -1.9 -3 0.2 7.8 -7.1 4.8 2.1 7.5 12.2 23.5
2020 6.1 14.4 -3.1 -9.5 6.9 6.8 3.4 12.8 16.4 -20.3 -5.4 1.7 26.5
2021 2.6 -14.6 7.1 -5 4.5 2 3 -3.3 6.9 10.8 4.9 -11.6 3.7
2022 -11.7 3.6 8.2 -9.5 -3.5 10.3 -7.3 -3.2 -9.3 1.3 -3.1 -14.1 -34.5
2023 6.3 11 -7.4 -5.3 -1.2 3.5 11.5 -3.5 -1 -1.8 -1 12.6 23.5
2024 -4.24 4.55 -0.55