BFTUX - Baron Fifth Avenue Growth Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return34.25%
5-Year Average Return5.54%
Number of Years Up5
Number of Years Down1
Best 1 Yr Total Return (Jun 1, 2023)50.78%
Worst 1 Yr Total Return (Jun 1, 2023)N/A
Best 3-Yr Total Return50.78%
Worst 3-Yr Total Return-6.04%

Trailing Returns (%) Vs. Benchmarks

ReturnBFTUXCategory
YTD34.25%12.38%
1-Month18.07%5.09%
3-Month20.03%10.28%
1-Year6.80%41.70%
3-Year-2.27%22.56%
5-Year5.54%21.98%
10-Year0.00%15.99%
Last Bull Market33.03%25.99%
Last Bear Market-30.56%-17.29%

Annual Total Return (%) History

Year
BFTUXCategory
2023
N/AN/A
2022
-50.53%N/A
2021
11.22%N/A
2020
50.78%35.86%
2019
34.27%31.90%
2018
1.39%-2.09%
2017
41.02%27.67%
2016
N/A3.23%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202319.71%N/AN/AN/A
2022-21.01%-30.56%-2.89%-7.13%
2021-1.57%13.82%-1.42%0.71%
2020-9.51%37.93%11.70%8.15%
201918.68%6.60%-1.32%7.55%
20187.41%7.18%6.00%-16.91%
201715.23%8.55%6.35%6.01%
20160.11%10.22%-6.37%N/A

Rank In Category (By Total Return)

YTD27
1-Month97
3-Month73
1-Year95
3-Year98
5-Year97

Load Adjusted Returns

1-Year-9.34%
3-Year-2.56%
5-Year3.68%
10-Year10.20%