Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDAFX (Baron Durable Advantage Fund Retail Shares) | 2.28% | 15.95% | 21.06% | 14.11% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDAFX (Baron Durable Advantage Fund Retail Shares) | 01/02/2018 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.14 | 15.95 | 21.06 | 14.11 | NA | NA | NA | … | … | 2.28 | 17.85 | 26.87 | 45.11 | -24.99 | 31.80 | 20.12 | 40.78 | -7.80 |
| Sharpe Ratio | NA | 1.26 | 1.10 | 0.62 | NA | NA | NA | … | … | 0.79 | 0.68 | 1.48 | 2.54 | -0.95 | 2.19 | 0.56 | 2.97 | -0.51 |
| Standard Deviation(%) | NA | 15.68 | 18.17 | 20.17 | NA | NA | NA | … | … | 18.48 | 22.42 | 15.66 | 16.45 | 27.80 | 14.53 | 35.07 | 13.24 | 18.12 |
| Draw Down(%) | NA | 14.85 | 21.82 | 30.44 | NA | NA | NA | … | … | 14.85 | 21.82 | 8.41 | 8.58 | 29.93 | 6.88 | 33.59 | 5.57 | 20.09 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.08 | 0.09 | 0.06 | 0.05 | … | … | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.45 | 0.14 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDAFX (Baron Durable Advantage Fund Retail Shares) |
5.90%
Dec 2019 – Dec 2022 |
9.96%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDAFX (Baron Durable Advantage Fund Retail Shares) |
30.62%
Dec 2018 – Dec 2021 |
19.39%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart