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

Fund Info

ISINUS0682784071
CUSIP068278407
IssuerBaron Capital Group, Inc.
Inception DateFeb 29, 2000
CategoryLarge Cap Growth Equities
Min. Investment$2,000
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

The Baron Opportunity Fund has a high expense ratio of 1.31%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%1.31%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds to compare with BIOPX

Baron Opportunity Fund

Popular comparisons: BIOPX vs. VHCAX, BIOPX vs. MRFOX, BIOPX vs. BGAIX, BIOPX vs. FTEC, BIOPX vs. BPTRX

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.


200.00%300.00%400.00%500.00%600.00%700.00%800.00%OctoberNovemberDecember2024FebruaryMarch
791.12%
284.53%
BIOPX (Baron Opportunity Fund)
Benchmark (^GSPC)

S&P 500

Returns By Period

Baron Opportunity Fund had a return of 15.25% year-to-date (YTD) and 50.82% in the last 12 months. Over the past 10 years, Baron Opportunity Fund had an annualized return of 15.52%, outperforming the S&P 500 benchmark which had an annualized return of 10.89%.


PeriodReturnBenchmark
Year-To-Date15.25%10.16%
1 month1.98%3.47%
6 months33.27%22.20%
1 year50.82%30.45%
5 years (annualized)19.19%13.16%
10 years (annualized)15.52%10.89%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20242.64%10.19%
2023-3.58%-5.13%-3.78%13.39%5.44%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Baron Opportunity Fund (BIOPX) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BIOPX
Baron Opportunity Fund
2.73
^GSPC
S&P 500
2.79

Sharpe Ratio

The current Baron Opportunity Fund Sharpe ratio is 2.73. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
2.73
2.79
BIOPX (Baron Opportunity Fund)
Benchmark (^GSPC)

Dividends

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.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.00$0.00$0.00$3.60$2.78$1.68$0.93$2.65$1.89$1.82$1.03$1.20

Dividend yield

0.00%0.00%0.00%8.71%6.96%7.33%5.28%15.58%13.52%10.92%5.66%6.13%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
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
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$1.20$0.00

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-16.23%
0
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 819 trading sessions.

The current Baron Opportunity Fund drawdown is 16.23%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.79%Mar 13, 2000645Oct 7, 2002819Jan 6, 20061464
-62.42%Nov 1, 2007267Nov 20, 2008515Dec 8, 2010782
-53.26%Nov 22, 2021282Jan 5, 2023
-30.26%Feb 20, 202018Mar 16, 202052May 29, 202070
-29.27%Jul 21, 2015140Feb 8, 2016290Apr 4, 2017430

Volatility

Volatility Chart

The current Baron Opportunity Fund volatility is 5.48%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%OctoberNovemberDecember2024FebruaryMarch
5.48%
2.80%
BIOPX (Baron Opportunity Fund)
Benchmark (^GSPC)