- ISIN
- US06828M3060
- CUSIP
- 06828M306
- Inception Date
- Dec 30, 2008
- Category
- Foreign Large Cap Equities
- Min. Investment
- $2,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
BIGFX Performance Chart
Baron International Growth Fund (BIGFX) is up 13.9% since the beginning of the year. BIGFX is currently trading at $36 per share. Investors who bought $1,000 worth of BIGFX shares 5 years ago would now be looking at an investment worth $1,123.
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Returns By Period
Baron International Growth Fund (BIGFX) has returned 13.85% so far this year and 20.93% over the past 12 months. Over the last ten years, BIGFX has returned 8.81% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Baron International Growth Fund
- 1D
- 1.64%
- 1M
- 4.09%
- YTD
- 13.85%
- 6M
- 14.10%
- 1Y
- 20.93%
- 3Y*
- 12.34%
- 5Y*
- 2.34%
- 10Y*
- 8.81%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
BIGFX Monthly Returns History
Based on dividend-adjusted daily data since Jan 5, 2009, BIGFX's average daily return is +0.04%, while the average monthly return is +0.88%. At this rate, an investment would double in approximately 6.6 years.
Historically, 57% of months were positive and 43% were negative. The best month was Nov 2022 with a return of +13.5%, while the worst month was Mar 2020 at -15.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 11 months.
On a daily basis, BIGFX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +7.7%, while the worst single day was Mar 16, 2020 at -11.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.67% | 4.00% | -9.16% | 8.64% | 3.75% | 2.14% | 13.85% | ||||||
| 2025 | 3.31% | -0.63% | -1.96% | 6.20% | 5.37% | 4.39% | -1.55% | 3.06% | 4.43% | -1.31% | -2.32% | 0.60% | 20.80% |
| 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% | 4.11% |
| 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% | -10.40% | 3.23% | 13.46% | -1.98% | -27.47% |
| 2021 | 0.00% | 4.07% | -1.71% | 3.91% | 2.94% | 1.37% | -0.85% | 3.21% | -3.34% | 1.65% | -5.03% | 3.48% | 9.63% |
Benchmark Metrics
Baron International Growth Fund has an annualized alpha of -0.23%, beta of 0.80, and R2 of 0.71 versus S&P 500 Index. Calculated based on daily prices since January 05, 2009.
- This fund participated in 94.16% of S&P 500 Index downside but only 83.15% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- -0.23%
- Beta
- 0.80
- R²
- 0.71
- Upside Capture
- 83.15%
- Downside Capture
- 94.16%
Expense Ratio
BIGFX has a high expense ratio of 1.20%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
BIGFX ranks 21 for risk / return — below 21% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Baron International Growth Fund (BIGFX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BIGFX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.84 | ||
| Sortino ratioReturn per unit of downside risk | -1.03 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.37 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.60 | 2.78 | -1.18 |
| Martin ratioReturn relative to average drawdown | 5.22 | 12.44 | -7.22 |
Dividends
Dividend History
Baron International Growth Fund provided a 0.74% dividend yield over the last twelve months, with an annual payout of $0.27 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.27 | $0.27 | $0.21 | $0.09 | $0.30 | $1.75 | $0.01 | $0.02 | $0.68 | $0.85 | $0.17 | $0.11 |
Dividend yield | 0.74% | 0.85% | 0.80% | 0.35% | 1.25% | 5.24% | 0.02% | 0.08% | 3.56% | 3.54% | 0.93% | 0.62% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $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 | $0.27 | $0.27 |
| 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 | $0.30 | $0.00 | $0.00 | $0.00 | $0.30 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $1.71 | $0.00 | $1.75 |
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 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 41.12%, occurring on Oct 14, 2022. Recovery took 839 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -41.12%Oct 2022 | 1y 1mo | 3y 4mo | 4y 5moSep 2021 - Feb 2026 |
COVID crash2020 | -32.12%Mar 2020 | 2y 1mo | 3mo 11d | 2y 5moJan 2018 - Jul 2020 |
2011 bear market2011 | -25.58%Oct 2011 | 5mo 4d | 1y 7mo | 2y 7dMay 2011 - May 2013 |
2016 bear market2016 | -21.07%Feb 2016 | 8mo 25d | 1y 1mo | 1y 10moMay 2015 - Mar 2017 |
2010 correction2010 | -15.01%May 2010 | 1mo 9d | 3mo 22d | 5mo 1dApr 2010 - Sep 2010 |
Drawdown Indicators
| BIGFX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.12% | -56.78% | +15.66% |
Max Drawdown (1Y)Largest decline over 1 year | -12.71% | -9.10% | -3.61% |
Max Drawdown (3Y)Largest decline over 3 years | -16.71% | -18.90% | +2.19% |
Max Drawdown (5Y)Largest decline over 5 years | -41.12% | -25.43% | -15.69% |
Max Drawdown (10Y)Largest decline over 10 years | -41.12% | -33.92% | -7.20% |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -10.01% | -10.71% | +0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.89% | 2.03% | +1.86% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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