BFTIX
Baron Fifth Avenue Growth-Inst
$53.18
-0.11 (-0.21%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 639.287M |
| 52 Week High | 53.58 |
| 52 Week Low | 33.64 |
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Key Data
| Symbol | BFTIX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 53.18 |
| Price Yesterday | 53.29 |
| Market Cap | 639.29 |
| YTD Return | 22.68% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0076 |
Overview
| 52 Week High | 53.58 |
|---|---|
| 52 Week Low | 33.64 |
| Market Cap | 639.29M |
| Shares Outstanding | 12.02M |
| 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 | -40.62% |
|---|---|
| Five Days | 213.22% |
| One Months | 177.21% |
| Three Months | 45.84% |
| Six Months | 53.56% |
| Nine Months | 60.89% |
| One Year | 39.52% |
| Three Years | -2.36% |
| Five Years | 10.61% |
| Ten Years | 12.85% |
| YTD | 48.67% |
| Since Inception | 14.14% |
Returns Total
| One Day | -0.21% |
|---|---|
| Five Days | 2.29% |
| One Month | 8.42% |
| Three Months | 9.72% |
| Six Months | 23.47% |
| Nine Months | 42.27% |
| One Year | 39.47% |
| Three Years | -6.88% |
| Five Years | 65.38% |
| Ten Years | 233.84% |
| YTD | 22.68% |
| Since Inception | 633.82% |
Yearly Returns
| 2024 | 22.68% |
|---|---|
| 2023 | 57.58% |
| 2022 | -50.49% |
| 2021 | 11.22% |
| 2020 | 50.81% |
| 2019 | 34.25% |
| 2018 | 1.39% |
| 2017 | 40.97% |
| 2016 | -1.76% |
| 2015 | 6.61% |
Risk against SP-DA
| Alpha | -11.29% |
|---|---|
| Beta | 1.95 |
| Correlation | 93.81% |
| Downside Deviation | 4.87% |
| Coefficient of determination | 88.01% |
| Standard Deviation | 6.68% |
| Sharpe Ratio | 0.47 |
| Sortino | 2.22 |
| Treynor | 17.54 |
| Ulcer Index | 6.41 |
| Ulcer Performance Index | 1.69 |