Baron Fifth Avenue Growth Fund (BFTHX)
The investment seeks capital appreciation through investments primarily in securities of large-sized growth companies. The fund invests primarily in equity securities in the form of common stock of U.S. large-sized growth companies. The Adviser seeks to invest in businesses the advisor believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.
Fund Info
US0682785060
068278506
Apr 30, 2004
$2,000
Large-Cap
Growth
Expense Ratio
BFTHX has a high expense ratio of 1.00%, indicating above-average management fees.
Share Price Chart
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Performance
Performance Chart
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.
Returns By Period
Baron Fifth Avenue Growth Fund (BFTHX) returned -7.66% year-to-date (YTD) and 16.45% over the past 12 months. Over the past 10 years, BFTHX delivered an annualized return of 11.02%, outperforming the S&P 500 benchmark at 10.43%.
BFTHX
-7.66%
20.05%
-6.12%
16.45%
7.70%
11.02%
^GSPC (Benchmark)
-3.70%
13.67%
-5.18%
9.18%
14.14%
10.43%
Monthly Returns
The table below presents the monthly returns of BFTHX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 6.63% | -7.31% | -12.44% | 3.60% | 3.00% | -7.66% | |||||||
| 2024 | 2.98% | 8.03% | 1.16% | -6.48% | 3.15% | 9.51% | -3.85% | 4.44% | 3.08% | 2.29% | 10.89% | -2.31% | 36.36% |
| 2023 | 13.79% | -0.86% | 6.01% | -3.29% | 12.80% | 6.26% | 6.65% | -4.51% | -5.28% | -6.19% | 17.33% | 6.80% | 57.20% |
| 2022 | -15.81% | -8.09% | 2.01% | -20.02% | -5.63% | -8.05% | 12.77% | -2.91% | -11.35% | 2.75% | -0.54% | -9.13% | -50.62% |
| 2021 | -0.34% | 3.12% | -4.28% | 7.49% | -2.83% | 8.88% | 2.17% | 4.01% | -7.29% | 6.63% | -5.85% | -2.74% | 7.63% |
| 2020 | 4.18% | -4.53% | -9.06% | 14.72% | 13.58% | 5.78% | 8.29% | 5.57% | -2.35% | -3.20% | 8.29% | 2.72% | 49.85% |
| 2019 | 11.26% | 3.18% | 3.35% | 3.96% | -3.94% | 6.69% | 1.97% | -0.96% | -2.34% | 0.93% | 2.93% | 0.45% | 30.10% |
| 2018 | 10.60% | -0.92% | -2.04% | 1.61% | 4.21% | 1.14% | 1.23% | 5.60% | -0.89% | -10.51% | 0.86% | -8.04% | 1.10% |
| 2017 | 7.01% | 3.51% | 3.94% | 3.55% | 4.31% | 0.44% | 4.02% | 1.70% | 0.46% | 5.03% | 1.50% | -0.62% | 40.64% |
| 2016 | -9.03% | -1.96% | 6.55% | -1.08% | 3.80% | -2.61% | 6.20% | 0.91% | 2.76% | -4.24% | -1.67% | -0.60% | -2.06% |
| 2015 | -0.06% | 6.56% | -1.46% | 1.15% | 2.33% | -0.00% | 2.81% | -8.29% | -5.05% | 9.99% | 0.70% | -1.28% | 6.33% |
| 2014 | -0.87% | 6.02% | -4.61% | -3.41% | 4.36% | 2.95% | -0.48% | 3.30% | -2.21% | 2.97% | 2.71% | -2.30% | 8.08% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BFTHX is 55, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Baron Fifth Avenue Growth Fund (BFTHX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
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 62.90%, occurring on Mar 9, 2009. Recovery took 1141 trading sessions.
The current Baron Fifth Avenue Growth Fund drawdown is 17.55%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.9% | Oct 15, 2007 | 351 | Mar 9, 2009 | 1141 | Sep 19, 2013 | 1492 |
| -60.05% | Nov 17, 2021 | 285 | Jan 5, 2023 | — | — | — |
| -29.91% | Feb 20, 2020 | 18 | Mar 16, 2020 | 44 | May 18, 2020 | 62 |
| -24.13% | Jul 21, 2015 | 141 | Feb 9, 2016 | 257 | Feb 15, 2017 | 398 |
| -23.89% | Aug 30, 2018 | 80 | Dec 24, 2018 | 73 | Apr 10, 2019 | 153 |
Volatility
Volatility Chart
The current Baron Fifth Avenue Growth Fund volatility is 16.02%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.