- ISIN
- US0682784071
- CUSIP
- 068278407
- Inception Date
- Feb 29, 2000
- Category
- Large Cap Growth Equities
- Min. Investment
- $2,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
BIOPX Performance Chart
Baron Opportunity Fund (BIOPX) is up 16.8% since the beginning of the year. BIOPX is currently trading at $63 per share. Investors who bought $1,000 worth of BIOPX shares 5 years ago would now be looking at an investment worth $1,713.
Loading charts...
Returns By Period
Baron Opportunity Fund (BIOPX) has returned 16.82% so far this year and 35.79% over the past 12 months. Looking at the last ten years, BIOPX has achieved an annualized return of 22.22%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Baron Opportunity Fund
- 1D
- 0.77%
- 1M
- 9.55%
- YTD
- 16.82%
- 6M
- 15.41%
- 1Y
- 35.79%
- 3Y*
- 28.78%
- 5Y*
- 11.36%
- 10Y*
- 22.22%
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%
BIOPX Monthly Returns History
Based on dividend-adjusted daily data since Feb 29, 2000, BIOPX's average daily return is +0.05%, while the average monthly return is +1.10%. At this rate, an investment would double in approximately 5.3 years.
Historically, 59% of months were positive and 41% were negative. The best month was Apr 2001 with a return of +28.9%, while the worst month was Sep 2001 at -22.8%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 5 months.
On a daily basis, BIOPX closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +12.4%, while the worst single day was Mar 16, 2020 at -12.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.35% | -1.67% | -4.19% | 10.60% | 8.72% | 6.70% | 16.82% | ||||||
| 2025 | 3.90% | -5.06% | -10.80% | 2.75% | 12.11% | 6.95% | 3.19% | -1.29% | 3.44% | 3.99% | -2.59% | 3.23% | 19.44% |
| 2024 | 2.64% | 10.19% | 1.90% | -6.84% | 3.51% | 8.21% | -1.11% | 0.83% | 4.28% | 1.09% | 8.88% | 1.62% | 39.87% |
| 2023 | 10.39% | -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% |
| 2021 | 2.20% | 4.45% | -5.55% | 6.05% | -3.46% | 7.50% | -1.28% | 2.78% | -3.51% | 7.45% | -2.20% | -1.99% | 11.90% |
Benchmark Metrics
Baron Opportunity Fund has an annualized alpha of 4.06%, beta of 1.16, and R2 of 0.74 versus S&P 500 Index. Calculated based on daily prices since February 29, 2000.
- This fund captured 145.04% of S&P 500 Index gains and 119.57% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 4.06% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 4.06%
- Beta
- 1.16
- R²
- 0.74
- Upside Capture
- 145.04%
- Downside Capture
- 119.57%
Expense Ratio
BIOPX has a high expense ratio of 1.31%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
BIOPX ranks 41 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Baron Opportunity Fund (BIOPX) 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.
| BIOPX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.30 | ||
| Sortino ratioReturn per unit of downside risk | -0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.37 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.47 | 2.78 | -0.32 |
| Martin ratioReturn relative to average drawdown | 8.08 | 12.44 | -4.35 |
Dividends
Dividend History
Baron Opportunity Fund provided a 3.63% dividend yield over the last twelve months, with an annual payout of $2.29 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.29 | $2.29 | $2.33 | $0.00 | $0.00 | $3.60 | $2.78 | $1.68 | $0.93 | $2.65 | $1.89 | $1.82 |
Dividend yield | 3.63% | 4.24% | 4.95% | 0.00% | 0.00% | 8.71% | 6.96% | 7.33% | 5.29% | 15.58% | 13.52% | 10.92% |
Monthly Dividends
The table displays the monthly dividend distributions for Baron Opportunity 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 | $2.29 | $2.29 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.33 | $2.33 |
| 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 | $0.00 | $0.00 | $3.60 | $0.00 | $3.60 |
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.
Loading charts...
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 67.91%, occurring on Oct 7, 2002. Recovery took 820 trading sessions.
The current Baron Opportunity Fund drawdown is 1.44%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Dot-com crash2000–2002 | -67.91%Oct 2002 | 2y 6mo | 3y 3mo | 5y 10moMar 2000 - Jan 2006 |
Financial crisis2007–2009 | -62.42%Nov 2008 | 1y 20d | 2y 18d | 3y 1moNov 2007 - Dec 2010 |
2023 bear market2023 | -51.45%Jan 2023 | 1y 1mo | 1y 10mo | 2y 11moNov 2021 - Nov 2024 |
COVID crash2020 | -30.26%Mar 2020 | 25d | 2mo 14d | 3mo 9dFeb 2020 - May 2020 |
2016 bear market2016 | -29.27%Feb 2016 | 6mo 22d | 1y 1mo | 1y 8moJul 2015 - Apr 2017 |
Drawdown Indicators
| BIOPX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.91% | -56.78% | -11.13% |
Max Drawdown (1Y)Largest decline over 1 year | -14.16% | -9.10% | -5.06% |
Max Drawdown (3Y)Largest decline over 3 years | -26.34% | -18.90% | -7.44% |
Max Drawdown (5Y)Largest decline over 5 years | -51.45% | -25.43% | -26.02% |
Max Drawdown (10Y)Largest decline over 10 years | -51.45% | -33.92% | -17.53% |
Current DrawdownCurrent decline from peak | -1.44% | -1.80% | +0.36% |
Average DrawdownAverage peak-to-trough decline | -16.85% | -10.71% | -6.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.31% | 2.03% | +2.28% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with BIOPX
Add Baron Opportunity Fund to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with BIOPX