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Baron Fifth Avenue Growth R6 (BFTUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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51.96+0.38 (+0.74%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return18.99%
5-year average return10.92%
Number of years up6
Number of years down1
Best 1-yr total return (25 June 2024)57.64%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return57.64%
Worst 3-yr total return-6.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBFTUXCategory
YTD8.65%12.38%
1-month3.15%5.09%
3-month-2.36%10.28%
1-year31.12%41.70%
3-year-2.88%22.56%
5-year9.98%21.98%
10-year11.78%15.99%
Last bull market41.19%25.99%
Last bear market-30.56%-17.29%

Annual total return (%) history

Year
BFTUXCategory
2024
N/AN/A
2023
57.64%N/A
2022
-50.53%N/A
2021
11.22%N/A
2020
50.78%35.86%
2019
34.27%31.90%
2018
1.39%-2.09%
2017
41.02%27.67%
2016
N/A3.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.60%N/AN/AN/A
202319.71%15.98%-3.46%17.61%
2022-21.01%-30.56%-2.89%-7.13%
2021-1.57%13.82%-1.42%0.71%
2020-9.51%37.93%11.70%8.15%
201918.68%6.60%-1.32%7.55%
20187.41%7.18%6.00%-16.91%
201715.23%8.55%6.35%6.01%
20160.11%10.22%-6.37%N/A

Rank in category (by total return)

YTD78
1-month85
3-month95
1-year54
3-year96
5-year95

Load adjusted returns

1-year31.12%
3-year-2.88%
5-year9.98%
10-year11.78%