Baron Opportunity Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2000 | 0 | 0 | -1.4 | -13.08 | -5.72 | 10.15 | -2.36 | 7.25 | -6.01 | -8.1 | -22.09 | -2.72 | 0 |
| 2001 | 17.27 | -18.37 | -17.87 | 28.87 | 2.44 | 4.28 | -4.86 | -15.34 | -22.83 | 14.67 | 14.71 | 8.92 | -3.6 |
| 2002 | -3.58 | -9.56 | 7.44 | -6.74 | -7.62 | -11.42 | -11.22 | 2.42 | -4.72 | 13.22 | 12.17 | -9.76 | -29 |
| 2003 | -0.72 | -1.94 | 7.16 | 9.91 | 14.26 | 4.95 | 8.74 | 6.59 | -2.26 | 9.88 | -2.25 | 3.88 | 73.8 |
| 2004 | 7.33 | 0 | 3.61 | -2.36 | 3.18 | -0.86 | -9.34 | -1.1 | 5.28 | 6.07 | 7.34 | 5.21 | 25.6 |
| 2005 | -5.73 | -3.62 | -1.82 | -4.69 | 7.9 | 2.28 | 4.69 | -0.34 | 3.04 | -1.42 | 7.2 | 0.41 | 7.1 |
| 2006 | 4.22 | 0.49 | 2.55 | 2.11 | -6 | -2.2 | -5.82 | 3.25 | 5.46 | 5.57 | 3.96 | -1.18 | 12.1 |
| 2007 | 4.4 | 0.18 | 0.79 | 0 | 6.18 | 0.25 | -2.29 | 2.01 | 6.73 | 9.22 | -6.54 | -0.6 | 21.1 |
| 2008 | -13.33 | -2.71 | -0.09 | 10.43 | 3.09 | -9.64 | -0.79 | 0.88 | -13.54 | -22.63 | -12.4 | 6.11 | -46.1 |
| 2009 | -2.11 | -7.03 | 12.04 | 15.29 | 6.09 | 1.35 | 8.67 | 0.82 | 7.61 | -2.64 | 5.32 | 5.88 | 61.8 |
| 2010 | -4.77 | 2.46 | 7.3 | 0.75 | -5.35 | -3.65 | 7.49 | -3.95 | 11.54 | 4 | 1.88 | 6.88 | 25.4 |
| 2011 | 1.25 | 3.9 | 1.78 | 3.68 | -2.37 | -0.13 | -2.3 | -5.37 | -11.27 | 9.51 | -1.28 | -2.24 | -6.2 |
| 2012 | 4.42 | 5.58 | 6.02 | -1.2 | -9.9 | 4.68 | -2.17 | 6.37 | 1.56 | -3.84 | 0.14 | 2.57 | 13.7 |
| 2013 | 4.09 | 1.08 | 3.45 | -0.42 | 3.22 | 1.47 | 6.56 | 0 | 4.96 | 0.41 | 2.83 | 4.98 | 37.6 |
| 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 | -1.7 |
| 2015 | -2.96 | 7.64 | -0.37 | 0 | 1.64 | 1.14 | 0.92 | -8.9 | -4.46 | 7.88 | 2.06 | -2.32 | 1.1 |
| 2016 | -11.42 | -2.85 | 7.12 | 0.91 | 3.62 | -1.18 | 5.05 | -0.96 | 2.3 | -4.15 | -0.79 | -1.34 | -4.9 |
| 2017 | 7.36 | 3.53 | 3.47 | 5.9 | 4.4 | 0.79 | 2.51 | 0.38 | 0.43 | 2.81 | 1.11 | 2.1 | 40.6 |
| 2018 | 11.65 | -1.9 | -0.32 | 2.05 | 5.86 | 1.85 | 0.39 | 8.1 | -0.63 | -9.67 | 1.37 | -8.89 | 8.1 |
| 2019 | 10.62 | 6.45 | 3.05 | 3.53 | -5 | 7.89 | 1.11 | -2.15 | -3.54 | 3.81 | 0.89 | 1.42 | 30.5 |
| 2020 | 11.13 | 7.05 | 10.17 | 10.46 | 14.77 | -10.68 | -1.73 | 6.25 | -8.14 | -0.4 | 12.97 | 9.28 | 75 |
| 2021 | -5.64 | 4.45 | 2.3 | 6.05 | -3.46 | 7.5 | -1.28 | 2.78 | -3.51 | 7.45 | -9.69 | -1.99 | 3.3 |
| 2022 | -15.4 | -3.06 | 2.33 | -16.57 | -5.8 | -7.15 | 11.21 | -2.17 | -10.3 | 3.07 | 1.37 | -8.67 | -43 |
| 2023 | 10.39 | -0.04 | 6.8 | -1.69 | 11.45 | 6.11 | 3.74 | -3.58 | -5.13 | -3.78 | 13.39 | 5.44 | 49.6 |
| 2024 | 2.64 | 28 |