UK markets closed

Baron Fifth Avenue Growth Instl (BFTIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
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 (2 May 2024)57.58%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return57.58%
Worst 3-yr total return-6.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
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%