Baron International Growth Fund (BIGFX)
The fund is a diversified fund that invests for the long term primarily in equity securities in the form of common stock of non-U.S. growth companies. It seeks to diversify its investments among several developed countries and developing countries throughout the world, although the fund may only invest up to 35% of its net assets in developing countries. Developing countries include countries in the MSCI Emerging Markets (EM) Index, countries in the MSCI Frontier Markets (FM) Index and other countries determined by the Adviser to be developing countries based on classifications.
Fund Info
US06828M3060
06828M306
Dec 30, 2008
$2,000
Large-Cap
Growth
Expense Ratio
BIGFX has a high expense ratio of 1.20%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Baron International Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Baron International Growth Fund had a return of 5.25% year-to-date (YTD) and 11.51% in the last 12 months. Over the past 10 years, Baron International Growth Fund had an annualized return of 4.48%, while the S&P 500 had an annualized return of 11.31%, indicating that Baron International Growth Fund did not perform as well as the benchmark.
BIGFX
5.25%
3.63%
2.34%
11.51%
2.86%
4.48%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of BIGFX, 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 | 3.31% | 5.25% | |||||||||||
| 2024 | -3.42% | 1.91% | 2.91% | -2.64% | 3.98% | -0.08% | 2.57% | 2.28% | 2.97% | -4.66% | 0.48% | -1.83% | 4.12% |
| 2023 | 8.70% | -4.33% | -0.32% | 0.57% | -2.74% | 5.72% | 4.16% | -6.32% | -4.70% | -4.85% | 7.98% | 4.82% | 7.33% |
| 2022 | -9.13% | -4.96% | -1.22% | -8.38% | -0.65% | -8.01% | 4.04% | -5.13% | -11.67% | 3.23% | 13.46% | -1.98% | -28.51% |
| 2021 | -0.00% | 4.07% | -1.71% | 3.91% | 2.94% | 1.37% | -0.85% | 3.21% | -3.34% | 1.65% | -8.13% | 3.48% | 6.04% |
| 2020 | -3.39% | -3.63% | -15.69% | 10.76% | 9.01% | 6.20% | 6.98% | 3.49% | -1.15% | -0.37% | 12.05% | 6.14% | 30.52% |
| 2019 | 9.47% | 4.28% | 2.21% | 2.62% | -4.44% | 4.60% | 0.18% | -2.15% | 0.90% | 3.33% | 1.95% | 3.46% | 29.02% |
| 2018 | 6.44% | -2.95% | -1.30% | -0.45% | -0.29% | -1.53% | -0.04% | -0.55% | -2.41% | -9.26% | -3.10% | -6.50% | -20.50% |
| 2017 | 4.86% | 1.21% | 3.80% | 3.96% | 3.48% | -0.70% | 3.66% | 1.77% | 2.36% | 2.44% | -2.04% | 3.60% | 32.12% |
| 2016 | -6.98% | 0.48% | 5.28% | 1.24% | 1.67% | -1.04% | 3.76% | 1.17% | 2.53% | -1.59% | -4.39% | -1.20% | 0.28% |
| 2015 | -1.23% | 3.84% | 0.27% | 4.88% | 2.17% | -2.43% | -0.05% | -6.48% | -3.80% | 7.44% | -1.72% | -1.00% | 1.07% |
| 2014 | -4.60% | 6.32% | 0.10% | -2.14% | 3.67% | 2.31% | -3.96% | 2.09% | -5.77% | 1.03% | 0.75% | -4.27% | -5.12% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BIGFX is 40, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Baron International Growth Fund (BIGFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Baron International Growth Fund provided a 0.77% dividend yield over the last twelve months, with an annual payout of $0.21 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.21 | $0.21 | $0.09 | $0.00 | $0.63 | $0.01 | $0.01 | $0.00 | $0.00 | $0.01 | $0.08 | $0.00 |
Dividend yield | 0.77% | 0.81% | 0.35% | 0.00% | 1.88% | 0.02% | 0.05% | 0.00% | 0.00% | 0.06% | 0.46% | 0.02% |
Monthly Dividends
The table displays the monthly dividend distributions for Baron International 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 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.18 | $0.21 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 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 | $0.03 | $0.00 | $0.60 | $0.00 | $0.63 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.01 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.01 |
| 2018 | $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 |
| 2017 | $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 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Baron International 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 International Growth Fund was 43.86%, occurring on Oct 14, 2022. The portfolio has not yet recovered.
The current Baron International Growth Fund drawdown is 23.00%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.86% | Sep 8, 2021 | 279 | Oct 14, 2022 | — | — | — |
| -34.3% | Jan 29, 2018 | 541 | Mar 23, 2020 | 74 | Jul 8, 2020 | 615 |
| -29.59% | May 2, 2011 | 162 | Dec 19, 2011 | 437 | Sep 18, 2013 | 599 |
| -21.2% | May 22, 2015 | 183 | Feb 11, 2016 | 287 | Apr 3, 2017 | 470 |
| -15.01% | Apr 16, 2010 | 28 | May 25, 2010 | 77 | Sep 14, 2010 | 105 |
Volatility
Volatility Chart
The current Baron International Growth Fund volatility is 3.22%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.