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Baron Fifth Avenue Growth Fund: (MF: BFTHX)

(NASDAQ Mutual Funds) As of Aug 13, 2026 05:45 PM ET

$75.48 USD

+0.59 (0.79%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 7.18 59
3 months 6.84 12
6 months 8.59 35
1 Year 13.12 57
3 Year 22.69 4
5 Year 5.52 79
10 Year 15.32 14

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -51.16
Bull Market (2/09 - 3/21) 1,257.30

Load Adjusted Returns as of Jul 31, 2026

1 Year 21.86
5 Year 6.83
10 Year 16.48
Since Inception 10.86

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -10.41 24.56 NA NA
2025 -13.46 24.85 5.77 3.24
2024 12.54 5.63 3.51 11.63
2023 19.60 15.92 -3.54 17.54
2022 -21.06 -30.59 -2.93 -7.13
2021 -1.63 13.73 -1.47 0.63

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.1717.9937.3757.19-50.6210.9250.4233.971.0940.64-2.05
% Total Return Rel to Index 1.38-0.2212.3430.95-32.41-17.7632.012.485.4918.84-13.99
% Total Return Rel to Peer 1.625.2717.9734.19-30.92-11.1330.505.557.9619.96-9.87
% Perf Quintile vs Peer* 2.001.001.001.005.005.001.002.001.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.002.660.450.000.001.720.180.990.000.000.00
Expense Ratio 1.001.031.001.011.001.001.001.001.011.101.22

* 1 = Top 20%, 5 = Bottom 20%