Nasdaq - Delayed Quote USD
Baron Small Cap R6 (BSCUX)
At close: 8:00 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 20.62% |
| 5y Average Return | 12.22% |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Nov 21, 2024) | 40.69% |
| Worst 1Y Total Return (Nov 21, 2024) | -- |
| Best 3Y Total Return | 40.69% |
| Worst 3Y Total Return | 0.52% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BSCUX
Category
- YTD
- 12.30%
- 12.40%
- 1-Month
- -2.11%
- 3.37%
- 3-Month
- 2.09%
- 4.88%
- 1-Year
- 36.55%
- 55.69%
- 3-Year
- -1.25%
- 19.34%
- 5-Year
- 11.31%
- 20.72%
- 10-Year
- 10.45%
- 13.98%
- Last Bull Market
- 35.96%
- 27.85%
- Last Bear Market
- -18.60%
- -24.06%
Annual Total Return (%) History
Year
BSCUX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 11.81% | -6.43% | 9.65% | -- |
| 2023 | 9.44% | 6.49% | -3.11% | 12.65% |
| 2022 | -15.66% | -18.60% | -3.64% | 4.24% |
| 2021 | 2.67% | 6.35% | 1.32% | 4.69% |
| 2020 | -23.34% | 35.79% | 14.94% | 17.59% |
| 2019 | 23.18% | 4.95% | -4.68% | 9.47% |
| 2018 | 2.90% | 6.46% | 8.71% | -22.02% |
| 2017 | 8.55% | 6.71% | 4.50% | 5.25% |
| 2016 | 5.00% | 6.50% | 1.38% | -- |
Rank in Category (By Total Return)
| YTD | 31 |
| 1-Month | 64 |
| 3-Month | 19 |
| 1-Year | 32 |
| 3-Year | 36 |
| 5-Year | 24 |
Load Adjusted Returns
| 1-Year | 36.55% |
| 3-Year | -1.25% |
| 5-Year | 11.31% |
| 10-Year | 10.45% |
Performance & Risk
| YTD Return | 20.62% |
| 5y Average Return | 12.22% |
| Rank in Category (ytd) | 31 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.18 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Baron Capital Group, Inc. |
| Net Assets | 4.39B |
| YTD Return | 12.30% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 29, 2016 |
Fund Summary
The fund invests 80% of its net assets in equity securities in the form of common stock of U.S. small-sized growth companies. BAMCO, Inc. ("BAMCO" or the "Adviser") defines small-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to $2.5 billion, whichever is larger.
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