Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFTIX (BARON FIFTH AVENUE GROWTH FUND INSTITUTIONAL SHARES) | 11.55% | 27.67% | 28.62% | 9.03% | 16.38% | 14.96% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFTIX (BARON FIFTH AVENUE GROWTH FUND INSTITUTIONAL SHARES) | 06/05/2009 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.99 | 27.67 | 28.62 | 9.03 | 16.38 | 14.96 | NA | … | … | 11.55 | 18.16 | 37.75 | 57.58 | -50.49 | 11.18 | 50.81 | 34.25 | 1.39 | 40.97 | -1.76 | 6.61 | 8.34 | 35.73 | 21.20 | -2.28 | 10.67 | 19.87 |
| Sharpe Ratio | NA | 1.19 | 1.04 | 0.19 | 0.54 | NA | NA | … | … | 0.98 | 0.52 | 1.49 | 2.07 | -1.12 | 0.46 | 1.46 | 1.90 | 0.00 | 3.77 | -0.11 | 0.37 | 0.52 | 2.79 | 1.37 | -0.09 | 0.56 | 1.92 |
| Standard Deviation(%) | NA | 19.98 | 25.24 | 30.82 | 27.05 | NA | NA | … | … | 22.08 | 29.52 | 22.87 | 26.29 | 46.50 | 24.03 | 34.40 | 17.23 | 23.74 | 10.74 | 17.52 | 17.60 | 15.86 | 12.80 | 15.55 | 26.92 | 18.79 | 19.21 |
| Draw Down(%) | NA | 17.53 | 29.19 | 58.71 | 58.71 | NA | NA | … | … | 16.29 | 29.19 | 14.15 | 18.96 | 52.26 | 17.07 | 29.88 | 8.28 | 23.84 | 4.15 | 18.17 | 17.52 | 10.92 | 6.71 | 13.15 | 21.64 | 16.96 | 9.30 |
| Yield(%) | 0.00 | 4.35 | 2.81 | 1.84 | 3.29 | 3.90 | 4.00 | … | … | 0.00 | 4.46 | 1.08 | 0.00 | 0.00 | 3.40 | 0.62 | 3.76 | 0.00 | 0.00 | 0.00 | 0.00 | 0.14 | 0.00 | 0.00 | 0.00 | 0.54 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFTIX (BARON FIFTH AVENUE GROWTH FUND INSTITUTIONAL SHARES) |
-8.23%
Oct 2020 – Oct 2023 |
2.47%
Dec 2017 – Dec 2022 |
9.39%
Dec 2012 – Dec 2022 |
12.42%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFTIX (BARON FIFTH AVENUE GROWTH FUND INSTITUTIONAL SHARES) |
36.89%
Dec 2022 – Dec 2025 |
27.32%
Jun 2016 – Jun 2021 |
20.65%
Sep 2011 – Sep 2021 |
15.26%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart