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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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
Baron Fifth Avenue Growth Fund (BFTHX) returned 2.03% year-to-date (YTD) and 24.44% over the past 12 months. Over the past 10 years, BFTHX delivered an annualized return of 12.68%, outperforming the S&P 500 benchmark at 10.84%.
BFTHX
2.03%
13.19%
1.23%
24.44%
21.75%
9.02%
12.68%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
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% | 13.81% | 2.03% | |||||||
| 2024 | 2.98% | 8.03% | 1.16% | -6.48% | 3.15% | 9.51% | -3.85% | 4.44% | 3.08% | 2.29% | 10.89% | -1.58% | 37.38% |
| 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% | -3.00% | -2.74% | 10.88% |
| 2020 | 4.18% | -4.53% | -9.06% | 14.72% | 13.58% | 5.77% | 8.29% | 5.57% | -2.35% | -3.20% | 8.70% | 2.72% | 50.42% |
| 2019 | 11.26% | 3.18% | 3.35% | 3.96% | -3.94% | 6.69% | 1.97% | -0.96% | -2.34% | 0.93% | 6.00% | 0.45% | 33.98% |
| 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% | 1.51% | -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% | -2.05% |
| 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 67, 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.
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Dividends
Dividend History
Baron Fifth Avenue Growth Fund provided a 0.78% dividend yield over the last twelve months, with an annual payout of $0.45 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.45 | $0.45 | $0.00 | $0.00 | $1.72 | $0.18 | $0.99 |
Dividend yield | 0.78% | 0.79% | 0.00% | 0.00% | 3.19% | 0.36% | 2.95% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.45 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.72 | $0.00 | $1.72 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.18 |
| 2019 | $0.99 | $0.00 | $0.99 |
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.
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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 58.84%, occurring on Jan 5, 2023. Recovery took 525 trading sessions.
The current Baron Fifth Avenue Growth Fund drawdown is 6.11%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.84% | Nov 17, 2021 | 285 | Jan 5, 2023 | 525 | Feb 10, 2025 | 810 |
| -56.86% | Oct 15, 2007 | 351 | Mar 9, 2009 | 774 | Apr 2, 2012 | 1125 |
| -29.91% | Feb 20, 2020 | 18 | Mar 16, 2020 | 44 | May 18, 2020 | 62 |
| -29.22% | Feb 11, 2025 | 40 | Apr 8, 2025 | — | — | — |
| -24.13% | Jul 21, 2015 | 141 | Feb 9, 2016 | 257 | Feb 15, 2017 | 398 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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