Dow Down0.17% Nasdaq Down0.28%

Baron Fifth Avenue Growth Instl (BFTIX)

17.00 Up 0.01(0.06%) Sep 30

Risk as of Aug 30, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:4
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return(Dec 30, 2013):35.73%
Worst 1 Yr Total Return(Dec 30, 2011):-2.28%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticBFTIXCategory
Alpha (against Standard Index)-4.52-3.35
Beta (against Standard Index)1.231.10
Mean Annual Return1.621.50
R-squared (against Standard Index)76.5987.42
Standard Deviation16.2713.63
Sharpe Ratio1.191.33
Treynor Ratio16.0417.01
5 Years
StatisticBFTIXCategory
Alpha (against Standard Index)-2.10-1.60
Beta (against Standard Index)1.101.07
Mean Annual Return1.341.34
R-squared (against Standard Index)82.5890.33
Standard Deviation15.9414.87
Sharpe Ratio1.001.08
Treynor Ratio14.3715.04
10 Years
StatisticBFTIXCategory
Alpha (against Standard Index)-0.240.35
Beta (against Standard Index)1.061.03
Mean Annual Return0.780.81
R-squared (against Standard Index)86.9687.64
Standard Deviation16.7216.23
Sharpe Ratio0.470.50
Treynor Ratio6.336.98