Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGAIX (BARON GLOBAL ADVANTAGE FUND INSTITUTIONAL SHARES) | 14.21% | 37.43% | 25.89% | 2.27% | 15.67% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGAIX (BARON GLOBAL ADVANTAGE FUND INSTITUTIONAL SHARES) | 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 (%) | 5.58 | 37.43 | 25.89 | 2.27 | 15.67 | NA | NA | … | … | 14.21 | 27.53 | 26.42 | 25.56 | -51.56 | 0.90 | 79.46 | 45.45 | -3.66 | 49.82 | -0.93 | -1.51 | 5.32 | 30.13 | 3.99 |
| Sharpe Ratio | NA | 1.59 | 0.95 | -0.04 | 0.52 | NA | NA | … | … | 1.21 | 0.96 | 1.06 | 0.89 | -1.12 | 0.03 | 2.41 | 2.54 | -0.21 | 4.35 | -0.06 | -0.09 | 0.32 | 2.51 | 0.39 |
| Standard Deviation(%) | NA | 19.55 | 23.18 | 29.96 | 26.66 | NA | NA | … | … | 19.12 | 25.86 | 21.55 | 24.97 | 47.44 | 26.92 | 32.65 | 17.29 | 23.82 | 11.35 | 18.05 | 16.46 | 16.45 | 12.01 | 15.33 |
| Draw Down(%) | NA | 10.69 | 26.52 | 61.14 | 61.14 | NA | NA | … | … | 10.69 | 26.52 | 12.37 | 20.79 | 53.15 | 23.21 | 29.54 | 9.89 | 24.12 | 4.55 | 18.57 | 22.97 | 11.06 | 8.67 | 13.27 |
| Yield(%) | 0.00 | 0.23 | 0.11 | 0.23 | 0.43 | 0.43 | 0.33 | … | … | 0.00 | 0.24 | 0.00 | 0.00 | 0.95 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.41 | 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 |
|---|---|---|---|---|
| BGAIX (BARON GLOBAL ADVANTAGE FUND INSTITUTIONAL SHARES) |
-16.94%
Apr 2021 – Apr 2024 |
-2.05%
Feb 2021 – Feb 2026 |
7.58%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGAIX (BARON GLOBAL ADVANTAGE FUND INSTITUTIONAL SHARES) |
40.48%
Oct 2018 – Oct 2021 |
34.98%
Feb 2016 – Feb 2021 |
15.34%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart