BFTHX
Baron Fifth Avenue Growth-Retail
$51.38
-0.10 (-0.19%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 639.234M |
| 52 Week High | 51.77 |
| 52 Week Low | 32.56 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | BFTHX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 51.38 |
| Price Yesterday | 51.48 |
| Market Cap | 639.23 |
| YTD Return | 22.51% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0101 |
Overview
| 52 Week High | 51.77 |
|---|---|
| 52 Week Low | 32.56 |
| Market Cap | 639.23M |
| Shares Outstanding | 12.44M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | -38.77% |
|---|---|
| Five Days | 213.31% |
| One Months | 176.46% |
| Three Months | 45.45% |
| Six Months | 53.20% |
| Nine Months | 60.50% |
| One Year | 39.17% |
| Three Years | -2.61% |
| Five Years | 10.33% |
| Ten Years | 12.56% |
| YTD | 48.28% |
| Since Inception | 10.03% |
Returns Total
| One Day | -0.19% |
|---|---|
| Five Days | 2.29% |
| One Month | 8.40% |
| Three Months | 9.65% |
| Six Months | 23.33% |
| Nine Months | 42.01% |
| One Year | 39.13% |
| Three Years | -7.59% |
| Five Years | 63.29% |
| Ten Years | 225.42% |
| YTD | 22.51% |
| Since Inception | 583.88% |
Yearly Returns
| 2024 | 22.51% |
|---|---|
| 2023 | 57.20% |
| 2022 | -50.62% |
| 2021 | 10.92% |
| 2020 | 50.42% |
| 2019 | 33.97% |
| 2018 | 1.10% |
| 2017 | 40.64% |
| 2016 | -2.05% |
| 2015 | 6.32% |
Risk against SP-DA
| Alpha | -11.62% |
|---|---|
| Beta | 1.95 |
| Correlation | 93.79% |
| Downside Deviation | 4.89% |
| Coefficient of determination | 87.97% |
| Standard Deviation | 6.68% |
| Sharpe Ratio | 0.45 |
| Sortino | 2.14 |
| Treynor | 17.37 |
| Ulcer Index | 6.43 |
| Ulcer Performance Index | 1.63 |