Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGLUX (Baron Global Advantage Fund R6 Shs) | 14.21% | 37.72% | 25.97% | 2.31% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGLUX (Baron Global Advantage Fund R6 Shs) | 09/01/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.61 | 37.72 | 25.97 | 2.31 | NA | NA | NA | … | … | 14.21 | 27.79 | 26.40 | 25.54 | -51.55 | 0.92 | 79.47 | 45.43 | -3.66 | 49.89 | -4.34 |
| Sharpe Ratio | NA | 1.61 | 0.95 | -0.04 | NA | NA | NA | … | … | 1.20 | 0.97 | 1.06 | 0.88 | -1.12 | 0.03 | 2.41 | 2.55 | -0.21 | 4.34 | -0.89 |
| Standard Deviation(%) | NA | 19.52 | 23.20 | 29.96 | NA | NA | NA | … | … | 19.13 | 25.87 | 21.57 | 24.99 | 47.45 | 26.93 | 32.64 | 17.25 | 23.83 | 11.40 | 14.50 |
| Draw Down(%) | NA | 10.69 | 26.53 | 61.15 | NA | NA | NA | … | … | 10.69 | 26.53 | 12.37 | 20.81 | 53.16 | 23.21 | 29.52 | 9.92 | 24.11 | 4.49 | 9.03 |
| Yield(%) | 0.00 | 0.23 | 0.11 | 0.23 | 0.41 | 0.27 | 0.21 | … | … | 0.00 | 0.24 | 0.00 | 0.00 | 0.95 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGLUX (Baron Global Advantage Fund R6 Shs) |
-16.94%
Apr 2021 – Apr 2024 |
-2.02%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGLUX (Baron Global Advantage Fund R6 Shs) |
40.48%
Oct 2018 – Oct 2021 |
32.12%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart