Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGAFX (BARON GLOBAL ADVANTAGE FUND BARON GLOBAL ADVANTAGE FUND) | 14.11% | 37.38% | 25.67% | 2.06% | 15.42% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGAFX (BARON GLOBAL ADVANTAGE FUND BARON GLOBAL ADVANTAGE FUND) | 05/01/2012 | 06/04/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.61 | 37.38 | 25.67 | 2.06 | 15.42 | NA | NA | … | … | 14.11 | 29.17 | 26.09 | 25.25 | -52.57 | 0.66 | 79.01 | 45.07 | -3.89 | 49.60 | -1.15 | -1.72 | 5.11 | 29.78 | 4.00 |
| Sharpe Ratio | NA | 1.59 | 0.94 | -0.04 | 0.51 | NA | NA | … | … | 1.19 | 1.03 | 0.90 | 0.85 | -1.14 | 0.02 | 2.40 | 2.53 | -0.22 | 4.30 | -0.08 | -0.11 | 0.31 | 2.48 | 0.39 |
| Standard Deviation(%) | NA | 19.49 | 23.20 | 29.95 | 26.65 | NA | NA | … | … | 19.12 | 26.02 | 21.55 | 24.99 | 47.40 | 26.92 | 32.64 | 17.27 | 23.79 | 11.46 | 18.04 | 16.52 | 16.44 | 12.00 | 15.41 |
| Draw Down(%) | NA | 10.75 | 26.56 | 61.26 | 61.26 | NA | NA | … | … | 10.75 | 26.56 | 12.39 | 20.88 | 54.14 | 23.25 | 29.52 | 9.95 | 24.19 | 4.54 | 18.55 | 23.03 | 11.10 | 8.70 | 13.37 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.19 | 0.36 | 0.36 | 0.27 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.97 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.29 | 0.01 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGAFX (BARON GLOBAL ADVANTAGE FUND BARON GLOBAL ADVANTAGE FUND) |
-17.15%
Apr 2021 – Apr 2024 |
-2.26%
Feb 2021 – Feb 2026 |
7.34%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGAFX (BARON GLOBAL ADVANTAGE FUND BARON GLOBAL ADVANTAGE FUND) |
40.14%
Oct 2018 – Oct 2021 |
34.69%
Feb 2016 – Feb 2021 |
15.09%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart