Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BFTUX (BARON FIFTH AVENUE GROWTH FUND CLASS R6) | 11.51% | 37.16% | 26.88% | 8.61% | NA | NA | NA | 17.16% |
Data as of 07/25/2025, AR inception is 01/29/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFTUX (BARON FIFTH AVENUE GROWTH FUND CLASS R6) | 01/29/2016 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.12 | 37.16 | 26.88 | 8.61 | NA | NA | NA | 17.16 | 11.51 | 36.72 | 57.64 | -50.53 | 8.00 | 50.23 | 34.27 | 1.39 | 41.02 | 7.93 |
| Sharpe Ratio | NA | 1.12 | 0.79 | 0.22 | NA | NA | NA | 0.54 | 0.52 | 1.32 | 2.05 | -1.12 | 0.33 | 1.45 | 1.91 | 0.00 | 3.77 | 0.52 |
| Standard Deviation(%) | NA | 30.30 | 29.69 | 31.20 | NA | NA | NA | 27.28 | 35.31 | 22.89 | 26.29 | 46.48 | 24.35 | 34.41 | 17.22 | 23.74 | 10.77 | 16.00 |
| Draw Down(%) | NA | 29.19 | 30.23 | 58.74 | NA | NA | NA | 58.74 | 29.19 | 14.15 | 18.94 | 52.28 | 19.45 | 29.87 | 8.28 | 23.84 | 4.15 | 10.26 |
| Yield(%) | 0.00 | 0.93 | 0.46 | 1.05 | 1.99 | 1.32 | 0.99 | 2.21 | 0.00 | 1.08 | 0.00 | 0.00 | 3.40 | 0.62 | 3.76 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception 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 |
0.00%
NA |
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) |
31.06%
Dec 2018 - Dec 2021 |
27.33%
Jun 2016 - Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart