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Baron Fifth Avenue Growth Fund Inst Shs: (MF: BFTIX)
(NASDAQ Mutual Funds) As of Aug 4, 2025 08:00 PM ET
$65.76 USD
+1.29 (2.00%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.16 | 17 |
| 3 months | 24.93 | 3 |
| 6 months | 8.16 | 17 |
| 1 Year | 25.15 | 5 |
| 3 Year | 28.44 | 2 |
| 5 Year | 9.32 | 87 |
| 10 Year | 13.67 | 19 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 25.14 |
| 5 Year | 9.32 |
| 10 Year | 13.67 |
| Since Inception | 15.00 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -13.42 | 24.93 | NA | NA |
| 2024 | 12.61 | 5.71 | 3.56 | 11.71 |
| 2023 | 19.66 | 16.00 | -3.48 | 17.60 |
| 2022 | -21.01 | -30.55 | -2.88 | -7.06 |
| 2021 | -1.57 | 13.82 | -1.42 | 0.70 |
| 2020 | -9.48 | 37.91 | 11.70 | 8.14 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.16 | 37.74 | 57.57 | -50.49 | 11.22 | 50.80 | 34.25 | 1.39 | 40.96 | -1.76 | 6.61 |
| % Total Return Rel to Index | 1.95 | 12.72 | 31.33 | -32.29 | -17.46 | 32.40 | 2.76 | 5.78 | 19.17 | -13.70 | 5.22 |
| % Total Return Rel to Peer | 3.02 | 18.35 | 34.58 | -30.79 | -10.83 | 30.88 | 5.83 | 8.25 | 20.29 | -9.58 | 8.20 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 2.00 | 1.00 | 1.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.45 | 0.00 | 0.00 | 1.72 | 0.18 | 0.99 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.75 | 0.75 | 0.76 | 0.75 | 0.75 | 0.75 | 0.75 | 0.76 | 0.84 | 0.97 | 1.04 |
* 1 = Top 20%, 5 = Bottom 20%