Baron Focused Growth Fund (BFGFX)
The fund invests for the long term primarily in equity securities in the form of common stock of U.S. small- and mid-sized growth companies. The Adviser defines small- and mid-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell Midcap Growth Index at reconstitution. Because of its long-term approach, the fund could have a significant percentage of its assets invested in securities that have appreciated beyond their original market cap ranges. It is non-diversified.
Fund Info
US06828M2070
06828M207
Jun 30, 2008
$2,000
Mid-Cap
Growth
Expense Ratio
BFGFX has a high expense ratio of 1.32%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Baron Focused Growth Fund (BFGFX) returned 1.40% year-to-date (YTD) and 34.58% over the past 12 months. Over the past 10 years, BFGFX delivered an annualized return of 17.44%, outperforming the S&P 500 benchmark at 10.84%.
BFGFX
1.40%
8.84%
4.98%
34.58%
14.30%
24.05%
17.44%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of BFGFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.94% | -6.54% | -5.30% | 0.69% | 9.47% | 1.40% | |||||||
| 2024 | -3.10% | 4.25% | 0.60% | -4.72% | 1.59% | 3.04% | 4.22% | 1.95% | 5.12% | -0.51% | 11.84% | 2.83% | 29.52% |
| 2023 | 12.86% | 0.93% | 0.40% | -1.74% | 1.21% | 7.93% | 3.13% | -4.00% | -4.40% | -5.63% | 8.51% | 7.08% | 27.40% |
| 2022 | -10.24% | -3.50% | 6.12% | -10.78% | -2.57% | -7.93% | 13.44% | -2.69% | -7.35% | 5.74% | 0.32% | -10.03% | -28.21% |
| 2021 | 5.28% | -1.64% | -3.41% | 3.21% | -4.47% | 3.84% | -0.05% | 4.37% | 0.46% | 17.00% | -5.48% | -0.02% | 18.67% |
| 2020 | 9.32% | -3.13% | -21.43% | 18.34% | 9.61% | 8.40% | 14.70% | 31.09% | -4.48% | -6.75% | 24.77% | 13.75% | 122.38% |
| 2019 | 4.36% | 6.55% | 0.85% | 2.26% | -6.78% | 5.92% | 3.69% | -2.16% | -1.87% | 3.82% | 5.80% | 5.05% | 30.05% |
| 2018 | 6.96% | -3.22% | -2.45% | 2.38% | 5.03% | 4.73% | -0.06% | 7.38% | -4.17% | -5.89% | 6.50% | -11.48% | 3.76% |
| 2017 | 4.50% | 1.08% | 2.74% | 5.04% | 3.67% | 1.02% | -0.40% | 2.57% | 0.99% | 1.78% | 2.36% | -1.54% | 26.36% |
| 2016 | -9.78% | 2.71% | 6.92% | 1.23% | -0.76% | 0.84% | 2.97% | 1.11% | -3.00% | -3.98% | 0.73% | 2.64% | 0.64% |
| 2015 | -3.59% | 6.86% | 0.34% | 0.61% | 2.23% | 0.20% | -0.46% | -8.43% | -5.45% | 4.30% | 3.89% | -1.97% | -2.47% |
| 2014 | -4.80% | 6.24% | -1.56% | -2.80% | 0.96% | 4.62% | -5.88% | 4.46% | -2.55% | 2.27% | 0.43% | 1.76% | 2.36% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 87, BFGFX is among the top 13% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Baron Focused Growth Fund (BFGFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Baron Focused Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $3.51 | $6.92 | $1.24 | $0.36 | $0.17 | $0.32 | $0.75 | $0.76 | $0.09 |
Dividend yield | 0.00% | 0.00% | 0.00% | 12.28% | 15.53% | 2.86% | 1.78% | 1.07% | 2.11% | 6.02% | 5.81% | 0.61% |
Monthly Dividends
The table displays the monthly dividend distributions for Baron Focused Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.51 | $0.00 | $0.00 | $0.00 | $3.51 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.42 | $0.00 | $5.50 | $0.00 | $6.92 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.98 | $0.00 | $1.24 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.00 | $0.36 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.17 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.17 | $0.00 | $0.32 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.57 | $0.18 | $0.00 | $0.75 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.26 | $0.76 |
| 2014 | $0.01 | $0.00 | $0.00 | $0.07 | $0.09 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Baron Focused Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Baron Focused Growth Fund was 56.88%, occurring on Mar 9, 2009. Recovery took 520 trading sessions.
The current Baron Focused Growth Fund drawdown is 3.16%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.88% | Nov 30, 2007 | 318 | Mar 9, 2009 | 520 | Mar 30, 2011 | 838 |
| -48.11% | May 1, 2000 | 603 | Sep 30, 2002 | 525 | Nov 1, 2004 | 1128 |
| -43.62% | Feb 20, 2020 | 20 | Mar 18, 2020 | 75 | Jul 6, 2020 | 95 |
| -35.93% | Nov 2, 2021 | 291 | Dec 28, 2022 | 470 | Nov 11, 2024 | 761 |
| -26.05% | Jul 21, 2015 | 143 | Feb 11, 2016 | 301 | Apr 24, 2017 | 444 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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