Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BFTHX (BARON FIFTH AVENUE GROWTH FUND BARON FIFTH AVENUE GROWTH FUND) | 1.29% | 25.01% | 23.43% | 9.04% | 12.22% | 13.17% | 10.19% | 9.99% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFTHX (BARON FIFTH AVENUE GROWTH FUND BARON FIFTH AVENUE GROWTH FUND) | 05/11/2004 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 05/11/2004.
AR inception is since 05/11/2004.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.18 | 25.01 | 23.43 | 9.04 | 12.22 | 13.17 | 10.19 | 9.99 | 1.29 | 36.36 | 57.20 | -50.62 | 7.63 | 49.85 | 33.97 | 1.10 | 40.64 | -2.06 | 6.33 | 8.08 | 35.44 | 20.85 | -2.58 | 10.57 | 31.49 | -39.08 | 5.64 | 10.17 | 8.48 | 11.82 |
| Sharpe Ratio | NA | 0.60 | 0.60 | 0.21 | 0.39 | NA | NA | 0.36 | 0.01 | 1.30 | 2.04 | -1.12 | 0.31 | 1.43 | 1.89 | -0.01 | 3.73 | -0.13 | 0.36 | 0.51 | 2.75 | 1.35 | -0.10 | 0.56 | 1.02 | -0.95 | 0.16 | 0.59 | 0.55 | 1.78 |
| Standard Deviation(%) | NA | 31.09 | 31.69 | 31.51 | 27.10 | NA | NA | 24.36 | 42.15 | 22.90 | 26.27 | 46.51 | 24.37 | 34.45 | 17.21 | 23.74 | 10.78 | 17.53 | 17.54 | 15.83 | 12.89 | 15.60 | 26.97 | 18.75 | 30.87 | 41.97 | 16.23 | 11.75 | 11.51 | 10.02 |
| Draw Down(%) | NA | 29.22 | 30.27 | 60.05 | 60.05 | NA | NA | 60.05 | 29.22 | 14.18 | 19.00 | 52.38 | 19.53 | 29.91 | 8.31 | 23.89 | 4.19 | 18.23 | 17.56 | 11.01 | 6.76 | 13.21 | 21.77 | 17.05 | 27.89 | 49.69 | 9.32 | 10.80 | 8.93 | 10.19 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.52 | 0.72 | 1.40 | 1.41 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.84 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.25 | 2.49 | 4.78 | 8.53 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFTHX (BARON FIFTH AVENUE GROWTH FUND BARON FIFTH AVENUE GROWTH FUND) |
-16.79%
Feb 2006 - Feb 2009 |
-2.37%
Aug 2005 - Aug 2010 |
5.02%
Feb 2006 - Feb 2016 |
6.04%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFTHX (BARON FIFTH AVENUE GROWTH FUND BARON FIFTH AVENUE GROWTH FUND) |
29.83%
Oct 2018 - Oct 2021 |
26.90%
Jun 2016 - Jun 2021 |
20.29%
Sep 2011 - Sep 2021 |
15.11%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart