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BFTHX: BARON FIFTH AVENUE GROWTH FUND BARON FIFTH AVENUE GROWTH FUND (MUTUAL FUND)
Basic Info 61.79 0.14(0.23%) June 30
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (32%) |
| Start Date: | 05/11/2004 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 0.90% |
| Expenses | 0.75% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/11/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.9 | 8.0 | 24.0 | 24.7 | 9.2 | 13.1 | 14.8 | 10.4 | 10.5 | 36.4 | 57.2 | -50.6 | 7.6 | 49.9 | 34.0 | 1.1 | 40.6 | -2.1 | 6.3 | 8.1 | 35.4 | 20.9 | -2.6 | 10.6 | 31.5 | -39.1 | 5.6 | 10.2 | 8.5 | 11.8 |
| Sharpe Ratio | NA | 0.36 | 0.66 | 0.72 | 0.23 | 0.43 | NA | NA | 0.38 | 1.3 | 2.04 | -1.12 | 0.31 | 1.43 | 1.89 | -0.01 | 3.73 | -0.13 | 0.36 | 0.51 | 2.75 | 1.35 | -0.1 | 0.56 | 1.02 | -0.95 | 0.16 | 0.59 | 0.55 | 1.78 |
| Draw Down(%) | NA | 29.2 | 29.2 | 30.3 | 58.8 | 58.8 | NA | NA | 58.8 | 14.2 | 19.0 | 52.4 | 19.5 | 29.9 | 8.3 | 23.9 | 4.2 | 18.2 | 17.6 | 11.0 | 6.8 | 13.2 | 21.8 | 17.0 | 27.9 | 49.7 | 9.3 | 10.8 | 8.9 | 10.2 |
| Standard Deviation(%) | NA | 37.7 | 31.0 | 30.2 | 31.3 | 27.1 | NA | NA | 24.3 | 22.9 | 26.3 | 46.5 | 24.4 | 34.4 | 17.2 | 23.7 | 10.8 | 17.5 | 17.5 | 15.8 | 12.9 | 15.6 | 27.0 | 18.8 | 30.9 | 42.0 | 16.2 | 11.8 | 11.5 | 10.0 |
| Treynor Ratio | NA | 0.12 | 0.18 | 0.18 | 0.06 | 0.11 | NA | NA | 0.09 | 0.28 | 0.4 | -0.42 | 0.09 | 0.53 | 0.42 | 0.0 | 0.36 | -0.02 | 0.06 | 0.07 | 0.35 | 0.21 | -0.03 | 0.11 | 0.26 | -0.37 | 0.03 | 0.08 | 0.07 | 0.28 |
| Alpha | NA | 0.0 | 0.01 | -0.01 | -0.02 | -0.01 | NA | NA | -0.01 | 0.03 | -0.01 | -0.02 | 0.03 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | -0.02 | 0.0 | 0.01 | -0.01 | 0.0 | -0.03 | 0.01 | -0.02 | 0.03 | -0.01 | 0.04 |
| Beta | NA | 1.15 | 1.12 | 1.22 | 1.17 | 1.1 | NA | NA | 1.07 | 1.06 | 1.34 | 1.23 | 0.85 | 0.93 | 0.78 | 1.11 | 1.13 | 1.14 | 1.03 | 1.1 | 1.01 | 1.02 | 1.01 | 0.95 | 1.21 | 1.08 | 0.95 | 0.84 | 0.9 | 0.65 |
| RSquared | NA | 0.95 | 0.95 | 0.93 | 0.93 | 0.92 | NA | NA | 0.91 | 0.89 | 0.92 | 0.96 | 0.68 | 0.95 | 0.69 | 0.95 | 0.81 | 0.92 | 0.91 | 0.9 | 0.89 | 0.91 | 0.97 | 0.95 | 0.93 | 0.92 | 0.93 | 0.86 | 0.85 | 0.85 |
| Yield(%) | N/A | 0.0 | 0.9 | 0.5 | 1.1 | 1.8 | 2.7 | 2.4 | N/A | 1.1 | 0.0 | 0.0 | 3.5 | 0.5 | 3.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 2.5 | 4.8 | 8.5 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -84.3 | 138.4 | 73.7 | N/A | N/A | N/A | N/A | N/A | -100.0 | 856.7 | -81.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -87.5 | -69.2 | -46.6 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/11/2004
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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