Baron Fifth Avenue Growth Fund (BFTHX)

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The chart shows the growth of an initial investment of $10,000 in Baron Fifth Avenue Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Baron Fifth Avenue Growth Fund (BFTHX) has returned -14.16% so far this year and 17.05% over the past 12 months. Looking at the last ten years, BFTHX has achieved an annualized return of 13.38%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since May 4, 2004, BFTHX's average daily return is +0.05%, while the average monthly return is +0.96%. At this rate, your investment would double in approximately 6.0 years.

Historically, 59% of months were positive and 41% were negative. The best month was Nov 2023 with a return of +17.3%, while the worst month was Apr 2022 at -20.0%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, BFTHX closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +13.5%, while the worst single day was Mar 16, 2020 at -12.0%.

Baron Fifth Avenue Growth Fund has an annualized alpha of 1.66%, beta of 1.14, and R² of 0.78 versus S&P 500 Index. Calculated based on daily prices since May 05, 2004.

• This fund captured 115.60% of S&P 500 Index gains and 105.99% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.14 and R² of 0.78, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

BFTHX has a high expense ratio of 1.00%, indicating above-average management fees.

BFTHX ranks 22 for risk / return — below 22% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Baron Fifth Avenue Growth Fund (BFTHX) and compare them to a chosen benchmark (S&P 500 Index).

Baron Fifth Avenue Growth Fund provided a 4.79% dividend yield over the last twelve months, with an annual payout of $2.66 per share.

The table displays the monthly dividend distributions for Baron Fifth Avenue Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Baron Fifth Avenue Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Baron Fifth Avenue Growth Fund was 58.84%, occurring on Jan 5, 2023. Recovery took 525 trading sessions.

The current Baron Fifth Avenue Growth Fund drawdown is 17.62%.

The chart below shows the rolling one-month volatility.