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Baron Fifth Avenue Growth Instl (BFTIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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47.11+0.55 (+1.18%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.67%
5-Year Average Return8.88%
Number of Years Up11
Number of Years Down3
Best 1 Yr Total Return (May 2, 2024)57.58%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return57.58%
Worst 3-Yr Total Return-6.01%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBFTIXCategory
YTD5.35%12.38%
1-Month-6.45%5.09%
3-Month2.28%10.28%
1-Year43.39%41.70%
3-Year-4.77%22.56%
5-Year8.44%21.98%
10-Year11.97%15.99%
Last Bull Market41.18%25.99%
Last Bear Market-30.55%-17.29%

Annual Total Return (%) History

Year
BFTIXCategory
2024
N/AN/A
2023
57.58%N/A
2022
-50.49%N/A
2021
11.22%N/A
2020
50.81%35.86%
2019
34.25%31.90%
2018
1.39%-2.09%
2017
40.97%27.67%
2016
-1.76%3.23%
2015
6.61%3.60%
2014
8.34%10.00%
2013
35.73%33.92%
2012
21.20%15.34%
2011
-2.28%-2.46%
2010
10.67%15.53%
2009
N/A35.68%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.62%N/AN/AN/A
202319.67%16.01%-3.48%17.61%
2022-21.02%-30.55%-2.89%-7.06%
2021-1.57%13.82%-1.42%0.71%
2020-9.48%37.91%11.71%8.15%
201918.69%6.61%-1.32%7.52%
20187.41%7.19%6.00%-16.92%
201715.18%8.55%6.35%6.01%
2016-4.92%0.11%10.16%-6.32%
20155.01%3.58%-10.42%9.42%
20140.37%3.81%0.59%3.37%
20134.85%2.15%13.52%11.63%
201222.72%-7.44%6.16%0.50%
20113.37%3.26%-16.42%9.54%
20104.36%-12.35%10.43%9.55%
200916.51%6.50%N/AN/A

Rank In Category (By Total Return)

YTD67
1-Month95
3-Month79
1-Year2
3-Year95
5-Year93

Load Adjusted Returns

1-Year43.39%
3-Year-4.77%
5-Year8.44%
10-Year11.97%