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Baron Durable Advantage Fund (BDAIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
28.52+0.24 (+0.85%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return25.35%
5-Year Average Return19.04%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Oct 15, 2024)45.51%
Worst 1 Yr Total Return (Oct 15, 2024)N/A
Best 3-Yr Total Return45.51%
Worst 3-Yr Total Return6.14%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBDAIXCategory
YTD23.27%12.38%
1-Month2.21%5.09%
3-Month5.70%10.28%
1-Year40.46%41.70%
3-Year14.42%22.56%
5-Year18.80%21.98%
10-Year0.00%15.99%
Last Bull Market27.80%25.99%
Last Bear Market-15.67%-17.29%

Annual Total Return (%) History

Year
BDAIXCategory
2024
N/AN/A
2023
45.51%N/A
2022
-24.81%N/A
2021
32.16%N/A
2020
20.33%35.86%
2019
41.13%31.90%
2018
-7.28%-2.09%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.86%5.20%5.70%N/A
202316.04%10.66%-0.55%13.94%
2022-10.32%-15.67%-5.00%4.65%
20213.00%13.14%2.12%11.06%
2020-15.95%22.17%8.89%7.62%
201914.83%8.01%3.14%10.32%
20181.30%1.88%4.26%-13.83%

Rank In Category (By Total Return)

YTD45
1-Month54
3-Month17
1-Year46
3-Year1
5-Year18

Load Adjusted Returns

1-Year40.46%
3-Year14.42%
5-Year18.80%
10-YearN/A