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BFGFX: BARON FOCUSED GROWTH FUND BARON FOCUSED GROWTH FUND (MUTUAL FUND)
Basic Info 59.92 0.61(1.01%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (12%) |
| Start Date: | 12/28/2009 |
| Last Dividend Date: | 09/27/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.32% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.6 | 4.1 | 24.8 | 21.6 | 12.8 | 21.0 | 16.1 | 16.0 | 21.9 | 29.5 | 27.4 | -28.2 | 18.7 | 122.4 | 30.0 | 3.8 | 25.0 | 0.7 | -2.4 | 2.4 | 25.7 | 16.0 | -1.4 | 21.0 | -2.9 |
| Sharpe Ratio | NA | 0.4 | 1.15 | 0.96 | 0.46 | 0.8 | NA | 0.68 | 0.82 | 1.6 | 1.36 | -0.95 | 0.72 | 2.69 | 1.84 | 0.12 | 2.23 | 0.03 | -0.15 | 0.16 | 2.0 | 1.18 | -0.05 | 1.14 | -9.43 |
| Draw Down(%) | NA | 8.6 | 9.7 | 21.0 | 35.9 | 43.6 | NA | 43.6 | 21.0 | 7.9 | 16.3 | 32.1 | 18.3 | 43.6 | 8.6 | 20.8 | 5.9 | 17.2 | 17.5 | 11.7 | 7.4 | 11.8 | 24.5 | 14.1 | 2.9 |
| Standard Deviation(%) | NA | 18.2 | 19.2 | 19.1 | 22.3 | 24.2 | NA | 21.9 | 23.3 | 16.2 | 17.6 | 31.2 | 26.0 | 45.2 | 15.5 | 20.1 | 11.0 | 16.9 | 15.8 | 14.7 | 12.8 | 13.6 | 26.6 | 18.3 | 9.7 |
| Treynor Ratio | NA | 0.13 | 0.34 | 0.22 | 0.12 | 0.2 | NA | 0.16 | 0.22 | 0.3 | 0.25 | -0.34 | 0.17 | 1.15 | 0.31 | 0.02 | 0.25 | 0.0 | -0.03 | 0.02 | 0.29 | 0.21 | -0.02 | 0.27 | -2.73 |
| Alpha | NA | 0.01 | 0.07 | 0.03 | 0.03 | 0.04 | NA | 0.02 | 0.05 | 0.05 | 0.02 | -0.01 | -0.01 | 0.21 | 0.0 | 0.04 | 0.01 | -0.02 | -0.01 | -0.04 | -0.01 | 0.01 | 0.01 | 0.0 | -0.82 |
| Beta | NA | 0.57 | 0.66 | 0.83 | 0.87 | 0.95 | NA | 0.92 | 0.87 | 0.85 | 0.95 | 0.88 | 1.09 | 1.05 | 0.94 | 0.96 | 0.97 | 0.95 | 0.91 | 0.97 | 0.89 | 0.77 | 0.92 | 0.77 | 0.34 |
| RSquared | NA | 0.37 | 0.3 | 0.6 | 0.69 | 0.68 | NA | 0.73 | 0.61 | 0.63 | 0.82 | 0.83 | 0.59 | 0.68 | 0.7 | 0.76 | 0.53 | 0.8 | 0.82 | 0.83 | 0.85 | 0.83 | 0.95 | 0.86 | 0.09 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 7.6 | 16.0 | 6.1 | 2.3 | 1.1 | 1.3 | 5.9 | 5.4 | 0.6 | 1.5 | 0.0 | 0.0 | 0.0 | 1.5 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -49.2 | 458.6 | 244.8 | 112.4 | 2.4 | -77.9 | -1.6 | 783.7 | -49.7 | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/1996
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