• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up1.29% Nasdaq Up1.44%

    Baron Fifth Avenue Growth Retail (BFTHX)

    17.33 Down 0.48(2.70%) Sep 1

    Risk as of Jul 30, 2015Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:4
    Number of Years Up8
    Number of Years Down2
    Best 1 Yr Total Return(Dec 30, 2013):35.44%
    Worst 1 Yr Total Return(Dec 30, 2008):-38.92%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticBFTHXCategory
    Alpha (against Standard Index)4.070.82
    Beta (against Standard Index)0.941.00
    Mean Annual Return1.641.46
    R-squared (against Standard Index)57.2577.65
    Standard Deviation10.599.80
    Sharpe Ratio1.851.79
    Treynor Ratio22.2718.44
    5 Years
    StatisticBFTHXCategory
    Alpha (against Standard Index)-0.39-0.99
    Beta (against Standard Index)1.101.07
    Mean Annual Return1.421.33
    R-squared (against Standard Index)78.2087.73
    Standard Deviation14.5913.44
    Sharpe Ratio1.161.19
    Treynor Ratio15.5715.10
    10 Years
    StatisticBFTHXCategory
    Alpha (against Standard Index)-0.550.37
    Beta (against Standard Index)1.051.02
    Mean Annual Return0.700.76
    R-squared (against Standard Index)87.1287.77
    Standard Deviation16.5616.10
    Sharpe Ratio0.420.48
    Treynor Ratio5.626.61