Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BDAUX (BARON DURABLE ADVANTAGE FUND R6 SHARES) | 12.09% | 22.70% | 23.67% | 18.25% | NA | NA | NA | 18.32% |
Data as of 07/28/2025, AR inception is 01/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDAUX (BARON DURABLE ADVANTAGE FUND R6 SHARES) | 01/02/2018 | 07/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.20 | 22.70 | 23.67 | 18.25 | NA | NA | NA | 18.32 | 12.09 | 27.18 | 45.51 | -24.81 | 32.17 | 20.33 | 41.13 | -7.27 |
| Sharpe Ratio | NA | 0.90 | 1.06 | 0.80 | NA | NA | NA | 0.69 | 0.70 | 1.51 | 2.56 | -0.95 | 2.21 | 0.57 | 3.00 | -0.48 |
| Standard Deviation(%) | NA | 23.24 | 20.43 | 20.21 | NA | NA | NA | 21.99 | 27.08 | 15.65 | 16.49 | 27.79 | 14.56 | 35.16 | 13.20 | 18.13 |
| Draw Down(%) | NA | 21.82 | 21.82 | 30.30 | NA | NA | NA | 33.57 | 21.82 | 8.43 | 8.51 | 29.80 | 6.87 | 33.57 | 5.56 | 19.70 |
| Yield(%) | 0.00 | 0.25 | 0.17 | 0.25 | 0.21 | 0.14 | 0.10 | 0.30 | 0.00 | 0.29 | 0.15 | 0.00 | 0.44 | 0.14 | 0.00 | 0.35 |
Data as of 07/28/2025, AR inception is 01/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDAUX (BARON DURABLE ADVANTAGE FUND R6 SHARES) |
6.14%
Dec 2019 - Dec 2022 |
10.32%
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 |
|---|---|---|---|---|
| BDAUX (BARON DURABLE ADVANTAGE FUND R6 SHARES) |
30.93%
Dec 2018 - Dec 2021 |
19.68%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart