Baron Asset Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1987 | 0 | 0 | 0 | 0 | 0 | 0 | 5.14 | 7.37 | -1.16 | -16.49 | -2.91 | 4.49 | 0 |
1988 | 4.55 | 6.44 | 2.85 | 4.24 | 0.25 | 4.97 | -0.08 | -2.21 | 4.76 | 1.85 | 0.15 | -2.44 | 27.9 |
1989 | 8.08 | -0.79 | 6.88 | 5.83 | 3.84 | -0.93 | 5.54 | 3.83 | -2.16 | -6.91 | 1.25 | -8.78 | 15 |
1990 | -8.19 | 1.63 | 1.39 | -4.4 | 8.97 | -0.9 | -1.54 | -15.74 | -8.42 | -3.86 | 10.8 | 3.13 | -18.5 |
1991 | 5.28 | 7.28 | 4.52 | -0.87 | 6.33 | -5.54 | 4.92 | 3.66 | -1.46 | -1.49 | -3.16 | 11.52 | 34 |
1992 | 4.84 | 4.55 | -2.9 | -3.77 | -1.93 | -3.17 | 4.32 | -1.69 | 3.38 | 3.83 | 4.52 | 1.79 | 13.9 |
1993 | 3.44 | -3.05 | 5.85 | -0.16 | 5.27 | -0.4 | 1.12 | 7.13 | 2.67 | 1.1 | -4.06 | 3.04 | 23.5 |
1994 | 2.08 | -1.07 | -2.95 | 1.79 | -1.61 | -1.54 | 2.4 | 6.89 | 2.19 | 1.36 | -2.38 | 0.41 | 7.4 |
1995 | 3 | 3.79 | 3.23 | -1.24 | 1.54 | 5.87 | 5.04 | 0.15 | 8 | -5.84 | 5 | 2.74 | 35.2 |
1996 | 3.4 | 3.64 | 7.16 | 5.21 | 2.95 | -0.89 | -11 | 4.78 | 3.86 | -2.87 | 2.9 | 2.23 | 22 |
1997 | 4.78 | -1.95 | -6.02 | 0.66 | 11.5 | 6.32 | 4.7 | -0.11 | 8.66 | -2.23 | 0.37 | 4.23 | 33.9 |
1998 | -2.35 | 6.04 | 6.87 | -1.99 | -5.13 | 4.59 | -7.85 | -20.83 | 4.94 | 7.48 | 7.73 | 9.32 | 4.3 |
1999 | 4.35 | -5.59 | 8.8 | 10.06 | -0.6 | 2.31 | -7.26 | -4.82 | -3.64 | 3.59 | 2.79 | 7.03 | 16.3 |
2000 | -5.84 | 5.26 | 11.23 | -8.07 | -7.51 | 5.3 | 4.72 | 3.47 | 0.78 | -0.39 | -13.35 | 7.72 | 0.2 |
2001 | 4.54 | -7.49 | -13.73 | 8.95 | 3.68 | -3.24 | 0.65 | -6.23 | -14.08 | 3.88 | 7.42 | 8.97 | -10.1 |
2002 | -2.92 | 1.16 | 7.97 | -2.21 | -2.62 | -3.41 | -10.89 | -0.26 | -7.5 | -4.63 | 8.55 | -3.53 | -19.9 |
2003 | -5.64 | -2.59 | 1.07 | 7.91 | 6.32 | 2.62 | 4.06 | 2.94 | -0.69 | 4.69 | 2.77 | 1.72 | 27.3 |
2004 | 3.72 | 2.02 | 1.77 | 0.38 | -0.74 | 2.89 | -4.92 | -0.87 | 5 | 2.17 | 7.76 | 5.72 | 27.2 |
2005 | -1.1 | 2.04 | -1.51 | -4.96 | 5.5 | 2.39 | 6.05 | -1.5 | 0.96 | -0.11 | 4.91 | -0.25 | 12.5 |
2006 | 1.76 | 1.24 | 6.12 | 0.19 | -3.47 | 0.69 | -4.29 | 2.46 | 2.23 | 2.43 | 4.17 | 0.67 | 14.7 |
2007 | 4.26 | -1.19 | -0.13 | 3.33 | 4.44 | -2.17 | -4.02 | 1.75 | 4.93 | 4.04 | -3.8 | -1.13 | 10.2 |
2008 | -7.21 | -3.79 | -1.16 | 6.42 | 1.84 | -7.54 | -1.61 | 2.9 | -8.69 | -19.74 | -12.48 | 3.04 | -40.8 |
2009 | -9.88 | -8.41 | 8.4 | 15.93 | 2.72 | 1.36 | 6.6 | 2.55 | 5.31 | -2.91 | 3.75 | 5.17 | 31.7 |
2010 | -3.35 | 3.65 | 6.05 | 4.71 | -7.16 | -6.08 | 5.27 | -5.55 | 10.57 | 3.49 | 3.33 | 6.37 | 21.3 |
2011 | 1.36 | 4.3 | 1.15 | 3.38 | -2.18 | -0.22 | -2.18 | -5.49 | -11.14 | 12.49 | -0.83 | -1.95 | -3 |
2012 | 4.64 | 5.33 | 3.71 | 0.06 | -7.98 | 1.98 | -1.43 | 4.65 | 2.83 | -1.17 | 1.11 | 1.41 | 15.4 |
2013 | 7.37 | 2.36 | 3.91 | 0.16 | 1.25 | -0.72 | 4.93 | -1.19 | 5.32 | 4.04 | 2.64 | 3.66 | 39 |
2014 | -2.61 | 6.65 | -3.15 | -2.15 | 2.42 | 3.36 | -2.47 | 4.82 | -3.61 | 4.58 | 1.82 | 0.16 | 9.5 |
2015 | -2.73 | 5.29 | 1 | -1.76 | 2.02 | 0.47 | 1.82 | -6.4 | -3.79 | 5.34 | 1.22 | -2.04 | -0.3 |
2016 | -8.05 | -0.38 | 7.43 | 0.04 | 3.02 | -0.31 | 4.02 | 1.85 | -0.83 | -3.77 | 3.92 | 0.02 | 6.2 |
2017 | 3.51 | 5.32 | 0.97 | 3.14 | 3.26 | 1.08 | 2.03 | -0.53 | 1.8 | 2.95 | 1.77 | -1.6 | 26.2 |
2018 | 7.14 | -3.77 | 1.45 | 0.03 | 3.9 | 1.7 | 3.5 | 4.4 | 0 | -9.33 | 3.18 | -10.66 | -0.2 |
2019 | 9.11 | 6.69 | 3.38 | 5.24 | -2.55 | 7.11 | 0.69 | -0.94 | -2.2 | 1.39 | 2.6 | 0.79 | 35.2 |
2020 | 2.36 | 7.42 | 2.51 | 9.94 | 13.54 | -12.69 | -6.75 | 2.33 | -4.55 | -2.35 | 12.41 | -2.64 | 28.8 |
2021 | -3.2 | 4.89 | -2.58 | 15.21 | -1.63 | 4.51 | 3.18 | 1.77 | -4.96 | 6.53 | -12.22 | 4.14 | 5.7 |
2022 | -13.84 | -3.92 | 3.21 | -11.22 | -3.86 | -7.61 | 10.63 | -3.79 | -8.05 | 9.27 | 7.21 | -4.27 | -26.1 |
2023 | 6.48 | -2.68 | 1.59 | -1.04 | -0.41 | 5.08 | 2.76 | -1.84 | -5.3 | -5.14 | 11.02 | 2.93 | 12.9 |
2024 | -1.01 | 9 |