• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up0.29% Nasdaq Up6.19%

    Baron Fifth Avenue Growth Retail (BFTHX)

    18.43 Up 0.09(0.49%) Jul 22

    Performance Overview as of Jun 29, 2016Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:3.00
    Year-to-Date Return:-4.98%
    5-Year Average Return:10.32%
    Number of Years Up:9
    Number of Years Down:2
    Best 1 Yr Total Return (2013-12-31):35.44%
    Worst 1 Yr Total Return (2008-12-31):-38.92%
    Best 3-Yr Total Return (N/A):20.94%
    Worst 3-Yr Total Return (N/A):-10.75%
    Load Adjusted Returns 
    1-Year:-6.99%
    3-Year:11.40%
    5-Year:10.32%
    10-Year:6.05%
    Trailing Returns (%) vs. Benchmarks 
    ReturnBFTHXCategoryDiffIndex*Diff
    Year To Date-4.98N/AN/AN/AN/A
    1-Month-2.61N/AN/AN/AN/A
    3-Month0.00N/AN/AN/AN/A
    1-Year-6.99N/AN/AN/AN/A
    3-Year11.40N/AN/AN/AN/A
    5-Year10.32N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)32.63N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-16.70N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearBFTHXCategoryDiff
    2016N/AN/AN/A
    2015
     
    6.33N/AN/A
    2014
     
    8.08N/AN/A
    2013
     
    35.44N/AN/A
    2012
     
    20.85N/AN/A
    2011
     
    -2.58N/AN/A
    2010
     
    10.57N/AN/A
    2009
     
    31.15N/AN/A
    2008
     
    -38.92N/AN/A
    2007
     
    5.64N/AN/A
    2006
     
    10.17N/AN/A
    2005
     
    8.48N/AN/A
    2004N/AN/AN/A
    Past Quarterly Returns (%) for BFTHX 
    Q1Q2Q3Q4
    2016-4.980.00N/AN/A
    20154.953.51-10.489.34
    20140.253.780.543.33
    20134.802.0913.4511.58
    201222.69-7.556.100.42
    20113.173.27-16.479.47
    20104.37-12.4410.439.55
    2009-8.9516.3316.376.40
    2008-10.22-4.73-4.60-25.16
    20070.992.494.05-1.91
    20064.12-4.202.957.28
    2005-4.747.083.312.94
    2004-1.2010.92N/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date84N/A
    1-Month84N/A
    3-Month62N/A
    6-Month84N/A
    1-Year87N/A
    3-Year41N/A
    5-Year46N/A