Back to top
Baron Fifth Avenue Growth Fund: (MF: BFTHX)
(NASDAQ Mutual Funds) As of Jun 27, 2024 08:00 PM ET
$50.21 USD
+0.36 (0.72%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of May 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.56 | 52 |
| 3 months | -2.42 | 90 |
| 6 months | 15.94 | 42 |
| 1 Year | 30.80 | 23 |
| 3 Year | -3.11 | 93 |
| 5 Year | 9.72 | 80 |
| 10 Year | 11.54 | 34 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -51.16 |
| Bull Market (2/09 - 3/21) | 733.00 |
Load Adjusted Returns as of May 31, 2024
| 1 Year | 47.92 |
| 5 Year | 10.48 |
| 10 Year | 12.04 |
| Since Inception | 9.52 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 12.54 | NA | NA | NA |
| 2023 | 19.60 | 15.92 | -3.54 | 17.54 |
| 2022 | -21.06 | -30.59 | -2.93 | -7.13 |
| 2021 | -1.63 | 13.73 | -1.47 | 0.63 |
| 2020 | -9.55 | 37.82 | 11.63 | 8.08 |
| 2019 | 18.64 | 6.54 | -1.38 | 7.47 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.56 | 57.19 | -50.62 | 10.92 | 50.42 | 33.97 | 1.09 | 40.64 | -2.05 | 6.32 | 8.08 |
| % Total Return Rel to Index | -2.74 | 30.95 | -32.41 | -17.76 | 32.01 | 2.48 | 5.49 | 18.84 | -13.99 | 4.93 | -5.56 |
| % Total Return Rel to Peer | -0.03 | 34.19 | -30.92 | -11.13 | 30.50 | 5.55 | 7.96 | 19.96 | -9.87 | 7.92 | -0.12 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 2.00 | 1.00 | 1.00 | 5.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 1.72 | 0.18 | 0.99 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.00 | 1.01 | 1.00 | 1.00 | 1.00 | 1.00 | 1.01 | 1.10 | 1.22 | 1.30 | 1.30 |
* 1 = Top 20%, 5 = Bottom 20%