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Baron Small Cap Fund (BSCFX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US0682783081

CUSIP

068278308

Inception Date

Sep 30, 1997

Min. Investment

$2,000

Asset Class

Equity

Asset Class Size

Small-Cap

Asset Class Style

Growth

Expense Ratio

BSCFX has a high expense ratio of 1.29%, indicating above-average management fees.


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 Small Cap Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


100.00%200.00%300.00%400.00%500.00%December2025FebruaryMarchAprilMay
177.20%
494.47%
BSCFX (Baron Small Cap Fund)
Benchmark (^GSPC)

Returns By Period

Baron Small Cap Fund (BSCFX) returned -8.24% year-to-date (YTD) and -13.70% over the past 12 months. Over the past 10 years, BSCFX returned -2.16% annually, underperforming the S&P 500 benchmark at 10.31%.


BSCFX

YTD

-8.24%

1M

12.00%

6M

-23.38%

1Y

-13.70%

5Y*

0.28%

10Y*

-2.16%

^GSPC (Benchmark)

YTD

-4.26%

1M

11.24%

6M

-5.02%

1Y

8.55%

5Y*

14.02%

10Y*

10.31%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20256.65%-7.36%-8.01%-2.26%3.28%-8.24%
2024-0.59%7.51%4.55%-7.81%2.86%-1.40%5.16%1.02%3.19%-2.14%9.26%-18.46%-0.17%
202312.55%-1.05%-1.79%-1.04%-3.49%11.39%3.49%-1.18%-5.29%-7.38%10.97%6.06%22.86%
2022-14.06%-3.11%1.21%-9.31%-3.22%-7.32%10.29%-3.50%-9.53%8.21%3.63%-12.07%-34.91%
2021-1.47%4.90%-0.74%6.85%-3.34%2.92%1.99%4.52%-5.02%7.03%-15.25%2.58%2.74%
20201.67%-5.43%-20.30%16.31%12.88%3.32%6.78%6.81%0.72%-3.14%2.21%6.11%25.44%
201912.16%7.52%2.04%4.82%-7.09%7.70%0.16%-3.04%-1.90%2.79%-3.77%0.82%22.64%
20184.83%-2.73%0.83%-0.69%4.70%2.31%2.90%6.46%-0.82%-12.29%-7.65%-12.24%-15.53%
20171.93%4.49%1.85%2.98%2.15%1.42%1.60%-0.37%3.16%2.35%-10.46%0.93%11.79%
2016-9.44%-0.04%7.33%2.23%2.39%0.24%4.21%2.20%-0.07%-3.30%-14.20%-0.12%-10.07%
2015-2.07%6.47%1.32%-2.22%0.78%0.06%0.23%-6.38%-6.82%5.47%1.59%-13.29%-15.37%
2014-3.51%4.83%-2.10%-3.72%1.90%4.79%-5.25%4.59%-4.05%4.01%1.06%-5.90%-4.25%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BSCFX is 4, meaning it’s performing worse than 96% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BSCFX is 44
Overall Rank
The Sharpe Ratio Rank of BSCFX is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of BSCFX is 44
Sortino Ratio Rank
The Omega Ratio Rank of BSCFX is 44
Omega Ratio Rank
The Calmar Ratio Rank of BSCFX is 44
Calmar Ratio Rank
The Martin Ratio Rank of BSCFX is 44
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 Small Cap Fund (BSCFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The current Baron Small Cap Fund Sharpe ratio is -0.46. 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 Small Cap 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 Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
-0.52
0.44
BSCFX (Baron Small Cap Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Baron Small Cap Fund provided a 15.22% dividend yield over the last twelve months, with an annual payout of $4.22 per share.


5.00%10.00%15.00%20.00%$0.00$1.00$2.00$3.00$4.00$5.00$6.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$4.22$4.22$0.92$1.45$4.72$4.12$2.82$2.61$3.85$5.68$3.54$2.03

Dividend yield

15.22%13.96%3.04%5.90%12.47%11.17%9.60%10.91%13.57%22.41%12.56%6.11%

Monthly Dividends

The table displays the monthly dividend distributions for Baron Small Cap Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$4.22$4.22
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.92$0.92
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.45$1.45
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$4.72$0.00$4.72
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$4.12$0.00$4.12
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.82$0.00$2.82
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.61$0.00$2.61
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.85$0.00$3.85
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$5.68$0.00$5.68
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.54$3.54
2014$2.03$2.03

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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-37.85%
-8.35%
BSCFX (Baron Small Cap Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Baron Small Cap 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 Small Cap Fund was 58.53%, occurring on Mar 9, 2009. Recovery took 586 trading sessions.

The current Baron Small Cap Fund drawdown is 37.85%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-58.53%Nov 7, 2007334Mar 9, 2009586Jul 5, 2011920
-46.08%Nov 17, 2021280Dec 28, 2022
-45.92%Mar 5, 20141521Mar 18, 2020139Oct 5, 20201660
-45.91%Apr 22, 1998122Oct 8, 1998134Apr 14, 1999256
-35.62%Jul 21, 2000291Sep 21, 2001527Oct 28, 2003818

Volatility

Volatility Chart

The current Baron Small Cap Fund volatility is 11.70%, 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%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
11.70%
11.43%
BSCFX (Baron Small Cap Fund)
Benchmark (^GSPC)