BIGUX Performance — Baron International Growth Fund, R6 Shares
Data updated: 2026-08-28
BIGUX returned +12.88% year to date and +16.14% over one year to Jun 2026. Annualised returns are +12.67% over 3 years and +2.01% over 5 years. Against its International Multi-Cap Growth category average the fund came out behind over three years but ahead over one: $100 invested three years ago grew to $143, against $147 for the category, and to $116 over one year, against $116. Volatility over the past three years was 14.29% a year. In the 12 months to Jun 2026 the fund lost a net $73.7M, and assets reached $322.94M.
BIGUX Growth of $100
What $100 invested in Baron International Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the International Multi-Cap Growth category average over the same months.
| Period | BIGUX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $116 | $116 |
| 3 years (Jul 2023 – Jun 2026) | $143 | $147 |
| 5 years (Jul 2021 – Jun 2026) | $110 | $130 |
| Since data start (Jul 2019 – Jun 2026) | $173 | $182 |
BIGUX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +12.88% |
| 1 year | +16.14% |
| 3 years (annualised) | +12.67% |
| 5 years (annualised) | +2.01% |
BIGUX Annual Returns
Calendar-year total returns of Baron International Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +12.88% |
| 2025 | +21.12% |
| 2024 | +4.35% |
| 2023 | +7.59% |
| 2022 | −27.28% |
| 2021 | +9.89% |
| 2020 | +30.74% |
| 2019 (Jul–Dec) | +7.95% |
BIGUX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.7% | +4.0% | −9.2% | +8.6% | +3.8% | +1.2% | — | — | — | — | — | — |
| 2025 | +3.3% | −0.6% | −1.9% | +6.2% | +5.4% | +4.4% | −1.5% | +3.1% | +4.5% | −1.3% | −2.3% | +0.6% |
| 2024 | −3.4% | +1.9% | +2.9% | −2.7% | +4.0% | 0.0% | +2.6% | +2.3% | +3.0% | −4.6% | +0.5% | −1.8% |
| 2023 | +8.7% | −4.3% | −0.3% | +0.6% | −2.7% | +5.8% | +4.2% | −6.3% | −4.7% | −4.8% | +8.0% | +4.8% |
| 2022 | −9.1% | −5.0% | −1.2% | −8.4% | −0.6% | −7.9% | +4.0% | −5.1% | −10.4% | +3.2% | +13.5% | −1.9% |
| 2021 | 0.0% | +4.1% | −1.7% | +3.9% | +3.0% | +1.4% | −0.8% | +3.2% | −3.3% | +1.7% | −5.0% | +3.5% |
| 2020 | −3.4% | −3.6% | −15.7% | +10.8% | +9.1% | +6.2% | +7.0% | +3.4% | −1.1% | −0.3% | +12.1% | +6.1% |
| 2019 | — | — | — | — | — | — | +0.2% | −2.1% | +0.9% | +3.4% | +2.0% | +3.5% |
BIGUX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 14.29%
- 3-year Sharpe ratio: 0.57 (vs 4.5% risk-free rate)
- Best month: +8.65% (Apr 2026)
- Worst month: −9.15% (Mar 2026)
BIGUX Fund Flows
Monthly money in and out of Baron International Growth Fund, from SEC Form N-PORT.
- 12-month net flow: −$73.7M
- 12-month gross sales (incl. reinvestments): $36.4M
- Sales ÷ redemptions: 0.33×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $1.7M | $3.5M | −$1.7M |
| May 2026 | $1.4M | $3.2M | −$1.8M |
| Apr 2026 | $1.2M | $6.0M | −$4.7M |
| Mar 2026 | $1.7M | $12.5M | −$10.8M |
| Feb 2026 | $2.3M | $10.8M | −$8.5M |
| Jan 2026 | $4.5M | $19.2M | −$14.7M |
| Dec 2025 | $13.1M | $7.9M | $5.2M |
| Nov 2025 | $2.3M | $30.8M | −$28.5M |
| Oct 2025 | $2.1M | $3.4M | −$1.3M |
| Sep 2025 | $1.5M | $3.4M | −$1.8M |
| Aug 2025 | $1.4M | $5.6M | −$4.2M |
| Jul 2025 | $3.2M | $4.0M | −$817K |
BIGUX Assets Under Management
Net assets of Baron International Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $322.94M |
| 2026-03-31 | $290.86M |
| 2025-12-31 | $326.89M |
| 2025-09-30 | $365.68M |
| 2025-06-30 | $351.69M |
| 2025-03-31 | $313.48M |
| 2024-12-31 | $321.17M |
| 2024-09-30 | $346.40M |
| 2024-06-30 | $343.68M |
| 2024-03-31 | $376.89M |
| 2023-12-31 | $512.28M |
| 2023-09-30 | $481.75M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.