Nasdaq - Delayed Quote USD

Baron Fifth Avenue Growth Instl (BFTIX)

46.31 -0.16 (-0.34%)
At close: 6:06 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.20%
5y Average Return 8.98%
Number of Years Up 11
Number of Years Down 3
Best 1Y Total Return (Apr 23, 2024) 57.58%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 57.58%
Worst 3Y Total Return -6.01%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BFTIX
Category
YTD
12.62%
12.38%
1-Month
1.18%
5.09%
3-Month
12.62%
10.28%
1-Year
48.30%
41.70%
3-Year
-0.24%
22.56%
5-Year
10.76%
21.98%
10-Year
12.32%
15.99%
Last Bull Market
33.05%
25.99%
Last Bear Market
-30.55%
-17.29%

Annual Total Return (%) History

Year
BFTIX
Category
2024
--
--
2023
57.58%
--
2022
-50.49%
--
2021
11.22%
--
2020
50.81%
35.86%
2019
34.25%
31.90%
2018
1.39%
-2.09%
2017
40.97%
27.67%

2016
-1.76%
3.23%
2015
6.61%
3.60%
2014
8.34%
10.00%
2013
35.73%
33.92%
2012
21.20%
15.34%
2011
-2.28%
-2.46%
2010
10.67%
15.53%
2009
--
35.68%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.62% -- -- --
2023 19.67% 16.01% -3.48% 17.61%
2022 -21.02% -30.55% -2.89% -7.06%
2021 -1.57% 13.82% -1.42% 0.71%
2020 -9.48% 37.91% 11.71% 8.15%
2019 18.69% 6.61% -1.32% 7.52%
2018 7.41% 7.19% 6.00% -16.92%
2017 15.18% 8.55% 6.35% 6.01%
2016 -4.92% 0.11% 10.16% -6.32%
2015 5.01% 3.58% -10.42% 9.42%

2014 0.37% 3.81% 0.59% 3.37%
2013 4.85% 2.15% 13.52% 11.63%
2012 22.72% -7.44% 6.16% 0.50%
2011 3.37% 3.26% -16.42% 9.54%
2010 4.36% -12.35% 10.43% 9.55%
2009 16.51% 6.50% -- --

Rank in Category (By Total Return)

YTD 45
1-Month 88
3-Month 45
1-Year 4
3-Year 95
5-Year 92

Load Adjusted Returns

1-Year 48.30%
3-Year -0.24%
5-Year 10.76%
10-Year 12.32%

Performance & Risk

YTD Return 7.20%
5y Average Return 8.98%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.38
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Baron Capital Group, Inc.
Net Assets 612.42M
YTD Return 12.62%
Yield 0.00%
Morningstar Rating
Inception Date Jan 29, 2016

Fund Summary

The fund invests primarily in equity securities in the form of common stock of U.S. large-sized growth companies. The Adviser seeks to invest in businesses the adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.

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