Baron Opportunity Fund (BIOPX)
The fund invests primarily in equity securities in the form of common stock of U.S. high growth businesses of any market capitalization selected for their capital appreciation potential. The Adviser may invest in companies in any sector or industry that the adviser believes will benefit from innovations and advances in technology.
Share Price Chart
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Performance
The chart shows the growth of $10,000 invested in Baron Opportunity Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $60,928 for a total return of roughly 509.28%. All prices are adjusted for splits and dividends.
Compare to other instruments
Return
Baron Opportunity Fund had a return of 17.85% year-to-date (YTD) and -20.84% in the last 12 months. Over the past 10 years, Baron Opportunity Fund had an annualized return of 13.86%, outperforming the S&P 500 benchmark which had an annualized return of 10.00%.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | 6.80% | 3.51% |
| Year-To-Date | 17.85% | 7.03% |
| 6 months | 11.38% | 12.88% |
| 1 year | -20.84% | -10.71% |
| 5 years (annualized) | 14.55% | 9.25% |
| 10 years (annualized) | 13.86% | 10.00% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 10.39% | -0.04% | ||||||||||
| 2022 | -10.30% | 3.07% | 1.37% | -8.67% |
Dividend History
Baron Opportunity Fund granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $3.60 | $2.78 | $1.68 | $0.93 | $2.65 | $1.89 | $1.82 | $1.03 | $1.20 | $0.24 |
Dividend yield | 0.00% | 0.00% | 8.71% | 7.53% | 8.56% | 6.64% | 20.52% | 20.59% | 18.82% | 10.78% | 12.38% | 3.40% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $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 |
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.78 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.68 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.93 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.65 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.89 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.82 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.03 |
| 2013 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.20 | $0.00 |
| 2012 | $0.24 | $0.00 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the Baron Opportunity Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Baron Opportunity Fund is 67.79%, recorded on Oct 7, 2002. It took 819 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -67.79% | Mar 13, 2000 | 645 | Oct 7, 2002 | 819 | Jan 6, 2006 | 1464 |
| -62.42% | Nov 1, 2007 | 267 | Nov 20, 2008 | 515 | Dec 8, 2010 | 782 |
| -53.26% | Nov 22, 2021 | 282 | Jan 5, 2023 | — | — | — |
| -30.26% | Feb 20, 2020 | 18 | Mar 16, 2020 | 52 | May 29, 2020 | 70 |
| -29.27% | Jul 21, 2015 | 140 | Feb 8, 2016 | 290 | Apr 4, 2017 | 430 |
| -24.1% | Jul 8, 2011 | 61 | Oct 3, 2011 | 240 | Sep 14, 2012 | 301 |
| -23.14% | Aug 30, 2018 | 80 | Dec 24, 2018 | 57 | Mar 19, 2019 | 137 |
| -18.65% | Mar 5, 2014 | 51 | May 15, 2014 | 275 | Jun 18, 2015 | 326 |
| -17.69% | Feb 16, 2021 | 62 | May 13, 2021 | 112 | Oct 21, 2021 | 174 |
| -16.64% | May 10, 2006 | 51 | Jul 21, 2006 | 77 | Nov 8, 2006 | 128 |
Volatility Chart
Current Baron Opportunity Fund volatility is 23.17%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.