BFTHX - Baron Fifth Avenue Growth Retail

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return39.43%
5-Year Average Return17.30%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Oct 30, 2017)35.44%
Worst 1 Yr Total Return (Oct 30, 2017)-38.92%
Best 3-Yr Total Return35.44%
Worst 3-Yr Total Return-10.75%

Trailing Returns (%) Vs. Benchmarks

ReturnBFTHXCategory
YTD39.43%23.60%
1-Month5.03%3.12%
3-Month7.31%5.72%
1-Year36.27%26.56%
3-Year13.37%10.57%
5-Year17.30%15.09%
10-Year7.79%7.47%
Last Bull Market32.63%25.55%
Last Bear Market-16.70%-17.19%

Annual Total Return (%) History

Year
BFTHXCategory
2017
N/AN/A
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
201715.13%8.49%6.28%N/A
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)

YTD2
1-Month4
3-Month19
1-Year3
3-Year15
5-Year17

Load Adjusted Returns

1-Year36.27%
3-Year13.37%
5-Year17.30%
10-Year7.79%