Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BFTIX (BARON FIFTH AVENUE GROWTH FUND INSTITUTIONAL SHARES) | 9.07% | 23.29% | 26.79% | 8.58% | 13.77% | 15.23% | NA | 14.82% |
Data as of 07/03/2025, AR inception is 06/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFTIX (BARON FIFTH AVENUE GROWTH FUND INSTITUTIONAL SHARES) | 06/05/2009 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.16 | 23.29 | 26.79 | 8.58 | 13.77 | 15.23 | NA | 14.82 | 9.07 | 36.77 | 57.58 | -50.49 | 8.01 | 50.25 | 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 | 0.65 | 0.82 | 0.22 | 0.45 | NA | NA | 0.57 | 0.43 | 1.32 | 2.05 | -1.12 | 0.33 | 1.45 | 1.91 | 0.00 | 3.77 | -0.11 | 0.37 | 0.52 | 2.79 | 1.37 | -0.09 | 0.56 | 1.92 |
| Standard Deviation(%) | NA | 31.02 | 30.08 | 31.33 | 27.10 | NA | NA | 24.15 | 37.24 | 22.88 | 26.29 | 46.50 | 24.36 | 34.41 | 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 | 29.19 | 30.19 | 58.71 | 58.71 | NA | NA | 58.71 | 29.19 | 14.15 | 18.96 | 52.26 | 19.44 | 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 | 0.86 | 0.47 | 1.07 | 1.77 | 2.74 | 2.26 | 2.82 | 0.00 | 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 07/03/2025, AR inception 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) |
31.06%
Dec 2018 - Dec 2021 |
27.32%
Jun 2016 - Jun 2021 |
20.65%
Sep 2011 - Sep 2021 |
15.11%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart