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Baron Fifth Avenue Growth Fund: (MF: BFTHX)
(NASDAQ Mutual Funds) As of Feb 6, 2026 05:52 PM ET
$60.70 USD
+1.15 (1.93%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 17.99 | 18 |
| 3 months | 3.24 | 21 |
| 6 months | 9.20 | 38 |
| 1 Year | 17.99 | 18 |
| 3 Year | 36.58 | 1 |
| 5 Year | 6.89 | 78 |
| 10 Year | 14.62 | 21 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -51.16 |
| Bull Market (2/09 - 3/21) | 1,143.70 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 17.99 |
| 5 Year | 6.89 |
| 10 Year | 14.62 |
| Since Inception | 10.57 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -13.46 | 24.85 | 5.77 | 3.24 |
| 2024 | 12.54 | 5.63 | 3.51 | 11.63 |
| 2023 | 19.60 | 15.92 | -3.54 | 17.54 |
| 2022 | -21.06 | -30.59 | -2.93 | -7.13 |
| 2021 | -1.63 | 13.73 | -1.47 | 0.63 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 17.99 | 37.37 | 57.19 | -50.62 | 10.92 | 50.42 | 33.97 | 1.09 | 40.64 | -2.05 |
| % Total Return Rel to Index | -0.22 | 12.34 | 30.95 | -32.41 | -17.76 | 32.01 | 2.48 | 5.49 | 18.84 | -13.99 |
| % Total Return Rel to Peer | 5.27 | 17.97 | 34.19 | -30.92 | -11.13 | 30.50 | 5.55 | 7.96 | 19.96 | -9.87 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 2.00 | 1.00 | 1.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 2.66 | 0.45 | 0.00 | 0.00 | 1.72 | 0.18 | 0.99 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.03 | 1.00 | 1.01 | 1.00 | 1.00 | 1.00 | 1.00 | 1.01 | 1.10 | 1.22 |
* 1 = Top 20%, 5 = Bottom 20%