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Baron Fifth Avenue Growth Retail (BFTHX)

17.16 Down 0.03(0.17%) Aug 21

Performance Overview as of Jul 30, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:3.54%
5-Year Average Return:15.63%
Number of Years Up:7
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):16.83%
Worst 3-Yr Total Return (N/A):-10.75%
Load Adjusted Returns 
1-Year:23.04%
3-Year:16.08%
5-Year:15.63%
10-Year:7.78%
Trailing Returns (%) vs. Benchmarks 
ReturnBFTHXCategoryDiffIndex*Diff
Year To Date3.54N/AN/AN/AN/A
1-Month-0.48N/AN/AN/AN/A
3-Month6.93N/AN/AN/AN/A
1-Year23.04N/AN/AN/AN/A
3-Year16.08N/AN/AN/AN/A
5-Year15.63N/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
2014N/AN/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
20140.253.78N/AN/A
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 Date43N/A
1-Month13N/A
3-Month5N/A
6-Month72N/A
1-Year5N/A
3-Year20N/A
5-Year52N/A