BFTHX
Baron Fifth Avenue Growth-Retail
$43.12
-1.48 (-3.32%)
Currency in USD / Last Updated: 4/19/2024
Category | Large Cap Growth |
---|---|
Market Cap | 583.077M |
52 Week High | 47.65 |
52 Week Low | 30 |
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Key Data
Symbol | BFTHX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 43.12 |
Price Yesterday | 44.6 |
Market Cap | 583.08 |
YTD Return | 2.81% |
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 | 47.65 |
---|---|
52 Week Low | 30.00 |
Market Cap | 583.08M |
Shares Outstanding | 13.52M |
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 | -99.98% |
---|---|
Five Days | -97.71% |
One Months | -58.11% |
Three Months | 0.56% |
Six Months | 55.11% |
Nine Months | 9.76% |
One Year | 36.76% |
Three Years | -5.22% |
Five Years | 8.17% |
Ten Years | 11.39% |
YTD | 9.65% |
Since Inception | 9.18% |
Returns Total
One Day | -3.32% |
---|---|
Five Days | -7.21% |
One Month | -7.31% |
Three Months | 0.14% |
Six Months | 24.30% |
Nine Months | 7.26% |
One Year | 36.72% |
Three Years | -14.83% |
Five Years | 47.99% |
Ten Years | 193.51% |
YTD | 2.81% |
Since Inception | 473.86% |
Yearly Returns
2024 | 2.81% |
---|---|
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 | 1.27% |
---|---|
Beta | 1.87 |
Correlation | 92.80% |
Downside Deviation | 4.85% |
Coefficient of determination | 86.11% |
Standard Deviation | 6.88% |
Sharpe Ratio | 0.64 |
Sortino | 3.15 |
Treynor | 16.77 |
Ulcer Index | 6.29 |
Ulcer Performance Index | 2.43 |