It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
BFTHX: BARON FIFTH AVENUE GROWTH FUND BARON FIFTH AVENUE GROWTH FUND (MUTUAL FUND)
Basic Info 69.12 3.1(4.29%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (32%) |
| Start Date: | 05/11/2004 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 4.53% |
| Expenses | 0.75% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.3 | 6.7 | 22.3 | 26.5 | 7.8 | 15.7 | 14.2 | 10.9 | 10.8 | 18.0 | 37.4 | 57.2 | -50.6 | 10.9 | 50.4 | 34.0 | 1.1 | 40.6 | -2.1 | 6.3 | 8.1 | 35.4 | 20.9 | -2.6 | 10.6 | 31.5 | -39.1 | 5.6 | 10.2 | 8.5 | 11.8 |
| Sharpe Ratio | NA | 0.59 | 0.95 | 0.91 | 0.17 | 0.52 | NA | NA | 0.39 | 0.51 | 1.47 | 2.06 | -1.12 | 0.45 | 1.45 | 1.89 | -0.01 | 3.73 | -0.13 | 0.36 | 0.51 | 2.75 | 1.35 | -0.1 | 0.56 | 1.02 | -0.95 | 0.15 | 0.58 | 0.54 | 1.78 |
| Draw Down(%) | NA | 16.3 | 17.6 | 29.2 | 58.8 | 58.8 | NA | NA | 58.8 | 29.2 | 14.2 | 19.0 | 52.4 | 17.1 | 29.9 | 8.3 | 23.9 | 4.2 | 18.2 | 17.6 | 11.0 | 6.8 | 13.2 | 21.8 | 17.0 | 27.9 | 49.7 | 9.3 | 10.8 | 8.9 | 10.2 |
| Standard Deviation(%) | NA | 23.3 | 20.8 | 25.4 | 30.9 | 27.1 | NA | NA | 24.2 | 29.5 | 22.9 | 26.3 | 46.5 | 24.0 | 34.4 | 17.2 | 23.7 | 10.8 | 17.5 | 17.5 | 15.8 | 12.9 | 15.6 | 27.0 | 18.8 | 30.9 | 42.0 | 16.2 | 11.8 | 11.5 | 10.0 |
| Treynor Ratio | NA | 0.12 | 0.17 | 0.2 | 0.04 | 0.13 | NA | NA | 0.09 | 0.13 | 0.3 | 0.4 | -0.42 | 0.1 | 0.56 | 0.42 | 0.0 | 0.36 | -0.02 | 0.06 | 0.07 | 0.35 | 0.21 | -0.03 | 0.11 | 0.26 | -0.37 | 0.03 | 0.08 | 0.07 | 0.28 |
| Alpha | NA | 0.06 | 0.03 | 0.01 | 0.0 | -0.01 | NA | NA | 0.0 | 0.0 | 0.01 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | -0.02 | 0.0 | 0.01 | -0.01 | 0.0 | -0.03 | 0.01 | -0.02 | 0.03 | -0.01 | 0.04 |
| Beta | NA | 1.16 | 1.16 | 1.18 | 1.21 | 1.09 | NA | NA | 1.07 | 1.16 | 1.14 | 1.34 | 1.23 | 1.07 | 0.89 | 0.78 | 1.11 | 1.13 | 1.14 | 1.03 | 1.1 | 1.01 | 1.02 | 1.01 | 0.95 | 1.21 | 1.08 | 0.95 | 0.84 | 0.9 | 0.65 |
| RSquared | NA | 0.93 | 0.9 | 0.94 | 0.94 | 0.9 | NA | NA | 0.91 | 0.95 | 0.92 | 0.92 | 0.96 | 0.92 | 0.88 | 0.69 | 0.95 | 0.81 | 0.92 | 0.91 | 0.9 | 0.89 | 0.91 | 0.97 | 0.95 | 0.93 | 0.92 | 0.93 | 0.86 | 0.85 | 0.85 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.6 | 1.1 | 0.0 | 0.0 | 3.5 | 0.5 | 3.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 2.5 | 4.8 | 8.5 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 488.1 | N/A | N/A | -100.0 | 856.7 | -81.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -87.5 | -69.2 | -46.6 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/30/2004
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth ETF) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) (96%)
- MGK (Vanguard Mega Cap Growth ETF) (96%)
- PWB (Invesco Large Cap Growth ETF) (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 2.06% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 2.68% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 1.07% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 1.34% (97%)
- GAM (General American Investors Closed Fund) 1.52% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.51% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 2.24% (97%)
- FXBY (Foxby Corp) 0.0% (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.17% (22%)
Latest Articles Related to BFTHX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
