Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFTUX (BARON FIFTH AVENUE GROWTH FUND CLASS R6) | 11.54% | 27.81% | 28.67% | 9.03% | 16.39% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/29/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFTUX (BARON FIFTH AVENUE GROWTH FUND CLASS R6) | 01/29/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.98 | 27.81 | 28.67 | 9.03 | 16.39 | NA | NA | … | … | 11.54 | 18.30 | 37.71 | 57.64 | -50.53 | 11.18 | 50.78 | 34.27 | 1.39 | 41.02 | 7.93 |
| Sharpe Ratio | NA | 1.20 | 1.04 | 0.19 | 0.54 | NA | NA | … | … | 0.98 | 0.53 | 1.49 | 2.07 | -1.12 | 0.46 | 1.46 | 1.91 | 0.00 | 3.77 | 0.52 |
| Standard Deviation(%) | NA | 19.98 | 25.23 | 30.82 | 27.04 | NA | NA | … | … | 22.09 | 29.49 | 22.88 | 26.29 | 46.48 | 24.02 | 34.40 | 17.22 | 23.74 | 10.77 | 16.00 |
| Draw Down(%) | NA | 17.53 | 29.19 | 58.74 | 58.74 | NA | NA | … | … | 16.29 | 29.19 | 14.15 | 18.94 | 52.28 | 17.08 | 29.87 | 8.28 | 23.84 | 4.15 | 10.26 |
| Yield(%) | 0.00 | 4.35 | 2.81 | 1.84 | 3.29 | 2.37 | 1.77 | … | … | 0.00 | 4.46 | 1.08 | 0.00 | 0.00 | 3.40 | 0.62 | 3.76 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/29/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFTUX (BARON FIFTH AVENUE GROWTH FUND CLASS R6) |
-8.25%
Oct 2020 – Oct 2023 |
2.46%
Dec 2017 – Dec 2022 |
14.24%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFTUX (BARON FIFTH AVENUE GROWTH FUND CLASS R6) |
36.94%
Dec 2022 – Dec 2025 |
27.33%
Jun 2016 – Jun 2021 |
16.21%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart