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Baron Fifth Avenue Growth Retail (BFTHX)

17.19 Down 0.05(0.29%) Aug 28

Risk as of Jul 30, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:4
Number of Years Up7
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)-3.37-3.54
Beta (against Standard Index)1.201.10
Mean Annual Return1.361.21
R-squared (against Standard Index)77.5988.42
Standard Deviation16.6814.30
Sharpe Ratio0.981.02
Treynor Ratio13.3013.11
5 Years
StatisticBFTHXCategory
Alpha (against Standard Index)-2.25-1.86
Beta (against Standard Index)1.101.07
Mean Annual Return1.321.31
R-squared (against Standard Index)82.5889.97
Standard Deviation15.9514.83
Sharpe Ratio0.991.06
Treynor Ratio14.1414.66
10 Years
StatisticBFTHXCategory
Alpha (against Standard Index)-0.340.22
Beta (against Standard Index)1.061.03
Mean Annual Return0.740.77
R-squared (against Standard Index)86.9087.52
Standard Deviation16.6916.20
Sharpe Ratio0.440.47
Treynor Ratio5.846.46