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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Baron Focused Growth Fund Institutional Shares, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Baron Focused Growth Fund Institutional Shares (BFGIX) has returned -7.21% so far this year and 23.24% over the past 12 months. Looking at the last ten years, BFGIX has achieved an annualized return of 20.17%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.
Baron Focused Growth Fund Institutional Shares
- 1D
- 0.04%
- 1M
- -7.76%
- YTD
- -7.21%
- 6M
- 4.24%
- 1Y
- 23.24%
- 3Y*
- 18.02%
- 5Y*
- 9.99%
- 10Y*
- 20.17%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since May 29, 2009, BFGIX's average daily return is +0.07%, while the average monthly return is +1.46%. At this rate, your investment would double in approximately 4.0 years.
Historically, 65% of months were positive and 35% were negative. The best month was Aug 2020 with a return of +31.1%, while the worst month was Mar 2020 at -21.4%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.
On a daily basis, BFGIX closed higher 53% of trading days. The best single day was Dec 5, 2025 with a return of +11.6%, while the worst single day was Mar 16, 2020 at -12.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.54% | 4.29% | -7.76% | -7.21% | |||||||||
| 2025 | 3.96% | -6.51% | -5.28% | 0.72% | 9.46% | 2.29% | 2.04% | 2.39% | 0.34% | -2.73% | 3.72% | 11.34% | 22.26% |
| 2024 | -3.07% | 4.25% | 0.62% | -4.73% | 1.63% | 3.07% | 4.24% | 1.99% | 5.14% | -0.49% | 11.86% | 2.85% | 29.85% |
| 2023 | 12.92% | 0.95% | 0.44% | -1.73% | 1.22% | 7.95% | 3.17% | -3.99% | -4.38% | -5.62% | 8.55% | 7.11% | 27.78% |
| 2022 | -10.22% | -3.48% | 6.13% | -10.78% | -2.51% | -7.92% | 13.46% | -2.67% | -7.36% | 5.80% | 0.33% | -10.05% | -28.05% |
| 2021 | 5.32% | -1.64% | -3.36% | 3.21% | -4.43% | 3.84% | 0.00% | 4.38% | 0.49% | 17.03% | -5.45% | 0.00% | 19.00% |
Benchmark Metrics
Baron Focused Growth Fund Institutional Shares has an annualized alpha of 4.31%, beta of 1.03, and R² of 0.68 versus S&P 500 Index. Calculated based on daily prices since June 01, 2009.
- This fund captured 115.95% of S&P 500 Index gains but only 97.62% of its losses — a favorable profile for investors.
- This fund generated an annualized alpha of 4.31% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
- With beta of 1.03 and R² of 0.68, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 4.31%
- Beta
- 1.03
- R²
- 0.68
- Upside Capture
- 115.95%
- Downside Capture
- 97.62%
Expense Ratio
BFGIX has a high expense ratio of 1.05%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
BFGIX ranks 69 for risk / return — better than 69% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Baron Focused Growth Fund Institutional Shares (BFGIX) and compare them to a chosen benchmark (S&P 500 Index).
| BFGIX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.90 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.92 | 1.39 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.21 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 1.40 | +0.44 |
Martin ratioReturn relative to average drawdown | 7.02 | 6.61 | +0.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore BFGIX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Baron Focused Growth Fund Institutional Shares provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $3.51 | $6.92 | $1.24 | $0.36 | $0.17 | $0.32 | $0.75 | $0.80 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 11.79% | 15.01% | 2.78% | 1.74% | 1.05% | 2.07% | 5.92% | 6.01% |
Monthly Dividends
The table displays the monthly dividend distributions for Baron Focused Growth Fund Institutional Shares. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $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 |
| 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 | $1.41 | $0.00 | $5.50 | $0.00 | $6.92 |
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 Institutional Shares. 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 Institutional Shares was 43.62%, occurring on Mar 18, 2020. Recovery took 75 trading sessions.
The current Baron Focused Growth Fund Institutional Shares drawdown is 9.66%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.62% | Feb 20, 2020 | 20 | Mar 18, 2020 | 75 | Jul 6, 2020 | 95 |
| -35.71% | Nov 2, 2021 | 291 | Dec 28, 2022 | 468 | Nov 7, 2024 | 759 |
| -26.01% | Jul 21, 2015 | 143 | Feb 11, 2016 | 299 | Apr 20, 2017 | 442 |
| -24.28% | May 2, 2011 | 108 | Oct 3, 2011 | 239 | Sep 13, 2012 | 347 |
| -20.97% | Feb 7, 2025 | 42 | Apr 8, 2025 | 59 | Jul 3, 2025 | 101 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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