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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Baron Health Care Fund, 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 Health Care Fund (BHCHX) has returned -9.70% so far this year and 2.18% over the past 12 months.
Baron Health Care Fund
- 1D
- 0.79%
- 1M
- -8.40%
- YTD
- -9.70%
- 6M
- 2.13%
- 1Y
- 2.18%
- 3Y*
- 3.77%
- 5Y*
- 0.57%
- 10Y*
- —
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 17, 2019, BHCHX's average daily return is +0.04%, while the average monthly return is +0.84%. At this rate, your investment would double in approximately 6.9 years.
Historically, 57% of months were positive and 43% were negative. The best month was Apr 2020 with a return of +12.6%, while the worst month was Jan 2022 at -14.4%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.
On a daily basis, BHCHX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +8.3%, while the worst single day was Mar 16, 2020 at -11.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.65% | 0.24% | -8.40% | -9.70% | |||||||||
| 2025 | 5.87% | -3.24% | -4.87% | -1.39% | -5.35% | 1.71% | -0.90% | 4.42% | 1.84% | 6.66% | 10.08% | -3.67% | 10.28% |
| 2024 | 2.10% | 4.99% | 1.62% | -5.83% | 1.64% | 1.81% | 1.93% | 4.56% | -0.72% | -4.37% | 1.67% | -7.00% | 1.55% |
| 2023 | -0.45% | -4.88% | 1.71% | 5.68% | -0.71% | 4.09% | 0.32% | -1.85% | -4.58% | -3.28% | 6.14% | 4.90% | 6.42% |
| 2022 | -14.44% | 0.92% | 4.30% | -7.11% | -1.83% | -1.30% | 4.81% | -5.08% | -5.53% | 7.86% | 3.95% | -2.72% | -16.90% |
| 2021 | 3.23% | 0.31% | -2.86% | 8.06% | -1.22% | 4.39% | 2.84% | 1.79% | -3.34% | 5.72% | -7.96% | 4.87% | 15.71% |
Benchmark Metrics
Baron Health Care Fund has an annualized alpha of 0.33%, beta of 0.79, and R² of 0.64 versus S&P 500 Index. Calculated based on daily prices since May 20, 2019.
- This fund participated in 90.56% of S&P 500 Index downside but only 81.27% of its upside — more exposed to losses than it benefited from rallies.
- Alpha
- 0.33%
- Beta
- 0.79
- R²
- 0.64
- Upside Capture
- 81.27%
- Downside Capture
- 90.56%
Expense Ratio
BHCHX has an expense ratio of 0.85%, placing it in the medium range.
Return for Risk
Risk / Return Rank
BHCHX ranks 7 for risk / return — in the bottom 7% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Baron Health Care Fund (BHCHX) and compare them to a chosen benchmark (S&P 500 Index).
| BHCHX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | 0.90 | -0.75 |
Sortino ratioReturn per unit of downside risk | 0.32 | 1.39 | -1.06 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.21 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 1.40 | -1.30 |
Martin ratioReturn relative to average drawdown | 0.27 | 6.61 | -6.34 |
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 BHCHX 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 Health Care Fund 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 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.30 | $0.19 |
Dividend yield | 0.00% | 0.00% | 0.49% | 0.00% | 0.00% | 1.41% | 0.99% |
Monthly Dividends
The table displays the monthly dividend distributions for Baron Health Care 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $0.09 | $0.00 | $0.00 | $0.00 | $0.09 |
| 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.22 | $0.00 | $0.30 |
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 Health Care 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 Health Care Fund was 28.53%, occurring on Jun 16, 2022. The portfolio has not yet recovered.
The current Baron Health Care Fund drawdown is 14.48%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.53% | Nov 5, 2021 | 154 | Jun 16, 2022 | — | — | — |
| -28.47% | Feb 21, 2020 | 22 | Mar 23, 2020 | 40 | May 20, 2020 | 62 |
| -14.62% | Feb 16, 2021 | 15 | Mar 8, 2021 | 76 | Jun 24, 2021 | 91 |
| -10.46% | Jul 19, 2019 | 57 | Oct 8, 2019 | 26 | Nov 13, 2019 | 83 |
| -7.8% | Sep 7, 2021 | 20 | Oct 4, 2021 | 22 | Nov 3, 2021 | 42 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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