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Baron Fifth Avenue Growth Retail (BFTHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
46.33+0.47 (+1.02%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.06%
5-Year Average Return10.63%
Number of Years Up15
Number of Years Down4
Best 1 Yr Total Return (Mar 13, 2024)57.20%
Worst 1 Yr Total Return (Mar 13, 2024)N/A
Best 3-Yr Total Return57.20%
Worst 3-Yr Total Return-6.25%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBFTHXCategory
YTD11.25%12.38%
1-Month8.03%5.09%
3-Month18.82%10.28%
1-Year55.02%41.70%
3-Year-2.32%22.56%
5-Year10.95%21.98%
10-Year11.39%15.99%
Last Bull Market32.74%25.99%
Last Bear Market-30.60%-17.29%

Annual Total Return (%) History

Year
BFTHXCategory
2023
57.20%N/A
2022
-50.62%N/A
2021
10.92%N/A
2020
50.42%35.86%
2019
33.97%31.90%
2018
1.10%-2.09%
2017
40.64%27.67%
2016
-2.06%3.23%
2015
6.33%3.60%
2014
8.08%10.00%
2013
35.44%33.92%
2012
20.85%15.34%
2011
-2.58%-2.46%
2010
10.57%15.53%
2009
31.15%35.68%
2008
-38.92%-40.67%
2007
5.64%13.35%
2006
10.17%7.05%
2005
8.48%6.71%
2004
N/A7.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202319.60%15.92%-3.54%17.54%
2022-21.06%-30.60%-2.94%-7.14%
2021-1.63%13.73%-1.48%0.64%
2020-9.55%37.82%11.64%8.09%
201918.64%6.55%-1.38%7.47%
20187.34%7.10%5.94%-16.99%
201715.13%8.49%6.28%5.95%
2016-4.98%0.00%10.13%-6.41%
20154.95%3.51%-10.48%9.34%
20140.25%3.78%0.54%3.33%
20134.80%2.09%13.45%11.58%
201222.69%-7.55%6.10%0.42%
20113.17%3.27%-16.47%9.47%
20104.37%-12.44%10.43%9.55%
2009-8.95%16.33%16.37%6.40%
2008-10.22%-4.73%-4.60%-25.16%
20070.99%2.49%4.05%-1.91%
20064.12%-4.20%2.95%7.28%
2005-4.74%7.08%3.31%2.94%
2004-1.20%10.92%N/AN/A

Rank In Category (By Total Return)

YTD30
1-Month25
3-Month10
1-Year6
3-Year95
5-Year91

Load Adjusted Returns

1-Year55.02%
3-Year-2.32%
5-Year10.95%
10-Year11.39%