Nasdaq - Delayed Quote USD
Baron Durable Advantage Fund (BDAIX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 25.35% |
| 5y Average Return | 19.04% |
| Number of Years Up | 4 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Oct 16, 2024) | 45.51% |
| Worst 1Y Total Return (Oct 16, 2024) | -- |
| Best 3Y Total Return | 45.51% |
| Worst 3Y Total Return | 6.14% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BDAIX
Category
- YTD
- 23.27%
- 12.38%
- 1-Month
- 2.21%
- 5.09%
- 3-Month
- 5.70%
- 10.28%
- 1-Year
- 40.46%
- 41.70%
- 3-Year
- 14.42%
- 22.56%
- 5-Year
- 18.80%
- 21.98%
- 10-Year
- 0.00%
- 15.99%
- Last Bull Market
- 27.80%
- 25.99%
- Last Bear Market
- -15.67%
- -17.29%
Annual Total Return (%) History
Year
BDAIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 10.86% | 5.20% | 5.70% | -- |
| 2023 | 16.04% | 10.66% | -0.55% | 13.94% |
| 2022 | -10.32% | -15.67% | -5.00% | 4.65% |
| 2021 | 3.00% | 13.14% | 2.12% | 11.06% |
| 2020 | -15.95% | 22.17% | 8.89% | 7.62% |
| 2019 | 14.83% | 8.01% | 3.14% | 10.32% |
| 2018 | 1.30% | 1.88% | 4.26% | -13.83% |
Rank in Category (By Total Return)
| YTD | 45 |
| 1-Month | 54 |
| 3-Month | 17 |
| 1-Year | 46 |
| 3-Year | 1 |
| 5-Year | 18 |
Load Adjusted Returns
| 1-Year | 40.46% |
| 3-Year | 14.42% |
| 5-Year | 18.80% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 25.35% |
| 5y Average Return | 19.04% |
| Rank in Category (ytd) | 45 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.05 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Baron Capital Group, Inc. |
| Net Assets | 472.3M |
| YTD Return | 23.27% |
| Yield | 0.08% |
| Morningstar Rating | |
| Inception Date | Dec 29, 2017 |
Fund Summary
The fund invests primarily in equity securities in the form of common stock of U.S. large-sized companies. The Adviser seeks to invest primarily in what the adviser believes are unique, well-managed, competitively advantaged businesses that generate significant excess free cash flow that is consistently returned to shareholders in the form of stock buybacks and/or dividends.
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