Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDAIX (Baron Durable Advantage Fund Institutional Shares) | 5.49% | 20.18% | 22.58% | 15.29% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDAIX (Baron Durable Advantage Fund Institutional Shares) | 01/02/2018 | 06/03/2026 |
| 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 (%) | -0.45 | 20.18 | 22.58 | 15.29 | NA | NA | NA | … | … | 5.49 | 16.56 | 27.14 | 45.52 | -24.81 | 32.17 | 20.33 | 41.13 | -7.27 |
| Sharpe Ratio | NA | 1.28 | 1.12 | 0.64 | NA | NA | NA | … | … | 0.82 | 0.62 | 1.50 | 2.57 | -0.95 | 2.21 | 0.57 | 2.99 | -0.48 |
| Standard Deviation(%) | NA | 15.68 | 18.17 | 20.17 | NA | NA | NA | … | … | 18.45 | 22.32 | 15.64 | 16.47 | 27.79 | 14.54 | 35.16 | 13.27 | 18.18 |
| Draw Down(%) | NA | 14.82 | 21.79 | 30.25 | NA | NA | NA | … | … | 14.82 | 21.79 | 8.40 | 8.51 | 29.75 | 6.87 | 33.57 | 5.56 | 19.70 |
| Yield(%) | 0.00 | 0.00 | 0.15 | 0.18 | 0.21 | 0.14 | 0.11 | … | … | 0.00 | 0.00 | 0.29 | 0.15 | 0.00 | 0.44 | 0.14 | 0.00 | 0.35 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| BDAIX (Baron Durable Advantage Fund Institutional Shares) |
6.14%
Dec 2019 – Dec 2022 |
10.30%
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 |
|---|---|---|---|---|
| BDAIX (Baron Durable Advantage Fund Institutional Shares) |
30.93%
Dec 2018 – Dec 2021 |
19.69%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart