Nasdaq - Delayed Quote USD

Baron Small Cap Instl (BSFIX)

31.33
+0.13
+(0.42%)
At close: 8:04:10 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.30%
5y Average Return 10.47%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (May 20, 2025) 40.68%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 40.68%
Worst 3Y Total Return -0.12%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BSFIX
Category
YTD
-11.10%
12.40%
1-Month
-2.23%
3.37%
3-Month
-16.64%
4.88%
1-Year
-2.05%
55.69%
3-Year
5.02%
19.34%
5-Year
10.10%
20.72%
10-Year
8.84%
13.98%
Last Bull Market
19.02%
27.85%
Last Bear Market
-18.60%
-24.06%

Annual Total Return (%) History

Year
BSFIX
Category
2025
--
--
2024
13.61%
--
2023
27.19%
--
2022
-31.05%
--
2021
15.84%
--
2020
40.68%
38.62%
2019
34.87%
27.68%
2018
-7.13%
-5.76%

2017
27.45%
21.50%
2016
10.26%
11.20%
2015
-5.01%
-2.41%
2014
1.95%
2.44%
2013
38.10%
40.91%
2012
18.30%
13.15%
2011
-1.37%
-3.55%
2010
23.79%
26.98%
2009
--
35.46%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -9.07% -- -- --
2024 11.81% -6.43% 9.68% -0.99%
2023 9.44% 6.49% -3.11% 12.64%
2022 -15.68% -18.60% -3.64% 4.24%
2021 2.67% 6.37% 1.32% 4.69%
2020 -23.34% 35.77% 14.94% 17.59%
2019 23.17% 4.95% -4.68% 9.46%
2018 2.86% 6.49% 8.71% -22.01%
2017 8.55% 6.75% 4.50% 5.25%
2016 -2.75% 5.00% 6.50% 1.38%

2015 5.70% -1.31% -12.52% 4.09%
2014 -0.91% 2.89% -4.87% 5.12%
2013 12.66% 1.71% 9.46% 10.10%
2012 13.47% -3.80% 4.69% 3.53%
2011 10.09% 1.56% -21.50% 12.37%
2010 5.44% -7.13% 11.01% 13.88%
2009 13.52% 7.35% -- --

Rank in Category (By Total Return)

YTD 47
1-Month 81
3-Month 81
1-Year 73
3-Year 32
5-Year 32

Load Adjusted Returns

1-Year -2.05%
3-Year 5.02%
5-Year 10.10%
10-Year 8.84%

Performance & Risk

YTD Return -3.30%
5y Average Return 10.47%
Rank in Category (ytd) 47
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.23
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Baron Capital Group, Inc.
Net Assets 3.61B
YTD Return -11.10%
Yield 0.00%
Morningstar Rating
Inception Date Sep 30, 1997

Fund Summary

The fund invests 80% of its net assets in equity securities in the form of common stock of U.S. small-sized growth companies. BAMCO, Inc. ("BAMCO" or the "Adviser") defines small-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to $2.5 billion, whichever is larger.

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