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Baron Health Care Retail (BHCFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.87+0.13 (+0.66%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.80%
5-year average return11.85%
Number of years up4
Number of years down1
Best 1-yr total return (20 Jun 2024)47.40%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return47.40%
Worst 3-yr total return0.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBHCFXCategory
YTD4.10%7.95%
1-month1.56%4.81%
3-month-2.83%7.18%
1-year9.52%30.16%
3-year-0.46%16.10%
5-year13.28%15.71%
10-year0.00%15.27%
Last bull market21.16%23.06%
Last bear market-10.00%-13.88%

Annual total return (%) history

Year
BHCFXCategory
2024
N/AN/A
2023
6.16%N/A
2022
-17.10%N/A
2021
15.46%N/A
2020
47.40%27.63%
2019
35.23%26.23%
2018
N/A-0.40%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.84%N/AN/AN/A
2023-3.79%9.22%-6.13%7.62%
2022-10.03%-10.00%-6.13%9.06%
20210.53%11.35%1.09%2.02%
2020-9.41%24.64%11.57%17.01%
201914.93%6.31%-6.11%17.87%
201810.59%-17.95%N/AN/A

Rank in category (by total return)

YTD41
1-month80
3-month62
1-year43
3-year54
5-year3

Load adjusted returns

1-year9.52%
3-year-0.46%
5-year13.28%
10-yearN/A