Nasdaq - Delayed Quote USD
Baron Fifth Avenue Growth Fund (BFTHX)
56.55
-0.90
(-1.57%)
As of 8:09:10 AM EDT. Market Open.
Fund Summary
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 adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 57.20% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 0.45% |
| 5y Average Return | 9.17% |
| Rank in Category (ytd) | 91 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.31 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BFTHX | Category Average | BFTHX | Category Average | BFTHX | Category Average | |
| Alpha | 1.76 | 0.03 | -8.04 | 0.04 | -1.44 | 0.01 |
| BETA | 1.31 | 0.01 | 1.33 | 0.01 | 1.19 | 0.01 |
| Mean Annual Return | 1.43 | 0.02 | 1.01 | 0.02 | 1.12 | 0.01 |
| R-squared | 67.52 | 0.89 | 66.19 | 0.87 | 67.8 | 0.87 |
| Standard Deviation | 26.09 | 0.2 | 26.45 | 0.16 | 22.21 | 0.15 |
| Sharpe Ratio | 0.48 | 0.01 | 0.35 | 0.01 | 0.52 | 0.01 |
| Treynor Ratio | 7.72 | 0.21 | 4.61 | 0.21 | 8.04 | 0.15 |
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