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.
Fund Info
US0682784071
068278407
Feb 29, 2000
$2,000
Large-Cap
Growth
Expense Ratio
BIOPX has a high expense ratio of 1.31%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Baron Opportunity Fund (BIOPX) returned -0.66% year-to-date (YTD) and 22.19% over the past 12 months. Over the past 10 years, BIOPX delivered an annualized return of 17.08%, outperforming the S&P 500 benchmark at 10.68%.
BIOPX
-0.66%
9.85%
1.62%
22.19%
24.51%
16.62%
17.08%
^GSPC (Benchmark)
-1.34%
5.02%
-3.08%
9.39%
13.76%
14.45%
10.68%
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.90% | -5.06% | -10.80% | 2.75% | 9.88% | -0.66% | |||||||
| 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% | 13.38% | 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% |
| 2020 | 6.25% | -1.73% | -10.68% | 14.77% | 10.46% | 10.17% | 7.05% | 11.13% | -0.93% | -0.40% | 12.97% | 9.28% | 88.78% |
| 2019 | 10.62% | 6.45% | 3.05% | 3.53% | -5.00% | 7.89% | 1.11% | -2.15% | -3.54% | 3.81% | 8.47% | 1.42% | 40.34% |
| 2018 | 11.65% | -1.90% | -0.32% | 2.05% | 5.86% | 1.85% | 0.39% | 8.10% | -0.63% | -9.67% | 1.37% | -8.89% | 8.06% |
| 2017 | 7.36% | 3.53% | 3.47% | 5.90% | 4.40% | 0.79% | 2.51% | 0.38% | 0.43% | 2.81% | 1.11% | 2.10% | 40.58% |
| 2016 | -11.42% | -2.85% | 7.12% | 0.91% | 3.62% | -1.18% | 5.05% | -0.96% | 2.30% | -4.15% | -0.79% | -1.34% | -4.88% |
| 2015 | -2.96% | 7.64% | -0.37% | -0.00% | 1.64% | 1.14% | 0.92% | -8.90% | -4.46% | 7.89% | 2.06% | -2.32% | 1.06% |
| 2014 | -0.25% | 6.24% | -6.45% | -9.83% | 3.08% | 7.75% | -4.47% | 4.52% | -4.22% | 2.15% | 0.95% | 0.45% | -1.65% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BIOPX is 74, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
Baron Opportunity Fund provided a 4.98% dividend yield over the last twelve months, with an annual payout of $2.33 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.33 | $2.33 | $0.00 | $0.00 | $3.60 | $2.79 | $1.68 | $0.93 | $2.65 | $1.89 | $1.82 | $1.03 |
Dividend yield | 4.98% | 4.95% | 0.00% | 0.00% | 8.71% | 6.96% | 7.33% | 5.29% | 15.58% | 13.52% | 10.92% | 5.65% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.79 | $0.00 | $2.79 |
| 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 | $1.68 |
| 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 | $0.93 |
| 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 | $2.65 |
| 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 | $1.89 |
| 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 | $1.82 |
| 2014 | $1.03 | $1.03 |
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 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 67.80%, occurring on Oct 7, 2002. Recovery took 818 trading sessions.
The current Baron Opportunity Fund drawdown is 6.77%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -67.8% | Mar 13, 2000 | 642 | Oct 7, 2002 | 818 | Jan 6, 2006 | 1460 |
| -62.42% | Nov 1, 2007 | 266 | Nov 20, 2008 | 515 | Dec 8, 2010 | 781 |
| -51.45% | Nov 17, 2021 | 285 | Jan 5, 2023 | 462 | Nov 6, 2024 | 747 |
| -30.26% | Feb 20, 2020 | 18 | Mar 16, 2020 | 52 | May 29, 2020 | 70 |
| -29.28% | Jul 21, 2015 | 140 | Feb 8, 2016 | 291 | Apr 4, 2017 | 431 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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