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Baron Opportunity Fund (BIOPX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US0682784071

CUSIP

068278407

Inception Date

Feb 29, 2000

Min. Investment

$2,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

BIOPX has a high expense ratio of 1.31%, indicating above-average management fees.


Expense ratio chart for BIOPX: current value is 1.31%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BIOPX: 1.31%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Baron Opportunity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


300.00%350.00%400.00%NovemberDecember2025FebruaryMarchApril
327.68%
304.36%
BIOPX (Baron Opportunity Fund)
Benchmark (^GSPC)

Returns By Period

Baron Opportunity Fund had a return of -9.57% year-to-date (YTD) and 12.54% in the last 12 months. Over the past 10 years, Baron Opportunity Fund had an annualized return of 8.32%, while the S&P 500 had an annualized return of 10.11%, indicating that Baron Opportunity Fund did not perform as well as the benchmark.


BIOPX

YTD

-9.57%

1M

-1.02%

6M

-6.66%

1Y

12.54%

5Y*

12.30%

10Y*

8.32%

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

Monthly Returns

The table below presents the monthly returns of BIOPX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.90%-5.06%-10.80%2.77%-9.57%
20242.64%10.19%1.90%-6.84%3.51%8.21%-1.11%0.83%4.28%1.09%8.88%-2.94%33.59%
202310.39%-0.04%6.80%-1.69%11.45%6.11%3.74%-3.58%-5.13%-3.78%13.39%5.44%49.55%
2022-15.40%-3.06%2.33%-16.57%-5.80%-7.15%11.21%-2.17%-10.30%3.07%1.37%-8.67%-42.96%
20212.20%4.45%-5.55%6.05%-3.46%7.50%-1.28%2.78%-3.51%7.45%-9.69%-1.99%3.32%
20206.25%-1.73%-10.68%14.77%10.46%10.17%7.05%11.13%-0.93%-0.40%4.75%9.28%75.03%
201910.62%6.45%3.05%3.53%-5.00%7.89%1.11%-2.15%-3.54%3.81%0.89%1.42%30.54%
201811.65%-1.90%-0.32%2.05%5.86%1.85%0.39%8.10%-0.63%-9.67%-3.32%-8.89%3.06%
20177.36%3.53%3.47%5.90%4.40%0.79%2.51%0.38%0.43%2.81%-12.60%2.10%21.52%
2016-11.42%-2.85%7.12%0.91%3.62%-1.18%5.05%-0.96%2.30%-4.15%-12.31%-1.34%-15.93%
2015-2.96%7.64%-0.37%-0.00%1.64%1.14%0.92%-8.90%-4.46%7.89%2.06%-11.72%-8.67%
2014-0.26%6.24%-6.45%-9.83%3.08%7.75%-4.47%4.52%-4.22%2.15%0.95%-5.05%-7.04%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BIOPX is 51, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BIOPX is 5151
Overall Rank
The Sharpe Ratio Rank of BIOPX is 4848
Sharpe Ratio Rank
The Sortino Ratio Rank of BIOPX is 5353
Sortino Ratio Rank
The Omega Ratio Rank of BIOPX is 5252
Omega Ratio Rank
The Calmar Ratio Rank of BIOPX is 5656
Calmar Ratio Rank
The Martin Ratio Rank of BIOPX is 4646
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Baron Opportunity Fund (BIOPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for BIOPX, currently valued at 0.41, compared to the broader market-1.000.001.002.003.00
BIOPX: 0.41
^GSPC: 0.46
The chart of Sortino ratio for BIOPX, currently valued at 0.75, compared to the broader market-2.000.002.004.006.008.00
BIOPX: 0.75
^GSPC: 0.77
The chart of Omega ratio for BIOPX, currently valued at 1.10, compared to the broader market0.501.001.502.002.503.00
BIOPX: 1.10
^GSPC: 1.11
The chart of Calmar ratio for BIOPX, currently valued at 0.41, compared to the broader market0.002.004.006.008.0010.00
BIOPX: 0.41
^GSPC: 0.47
The chart of Martin ratio for BIOPX, currently valued at 1.31, compared to the broader market0.0010.0020.0030.0040.0050.00
BIOPX: 1.31
^GSPC: 1.94

The current Baron Opportunity Fund Sharpe ratio is 0.41. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Baron Opportunity Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.41
0.46
BIOPX (Baron Opportunity Fund)
Benchmark (^GSPC)

Dividends

Dividend History


Baron Opportunity Fund doesn't pay dividends

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.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-17.82%
-10.07%
BIOPX (Baron Opportunity Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Baron Opportunity 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 Opportunity Fund was 67.79%, occurring on Oct 7, 2002. Recovery took 818 trading sessions.

The current Baron Opportunity Fund drawdown is 17.82%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.79%Mar 13, 2000642Oct 7, 2002818Jan 6, 20061460
-62.42%Nov 1, 2007266Nov 20, 2008515Dec 8, 2010781
-55.18%Nov 17, 2021285Jan 5, 2023486Dec 11, 2024771
-38.63%Mar 5, 2014487Feb 8, 2016594Jun 18, 20181081
-30.26%Feb 20, 202018Mar 16, 202052May 29, 202070

Volatility

Volatility Chart

The current Baron Opportunity Fund volatility is 18.06%, 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.


0.00%5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
18.06%
14.23%
BIOPX (Baron Opportunity Fund)
Benchmark (^GSPC)