Nasdaq - Delayed Quote USD
Baron Durable Advantage Fund (BDAIX)
28.96
-0.08
(-0.28%)
As of 8:05:07 AM EDT. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 45.51% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 1.47% |
| 5y Average Return | 17.37% |
| Rank in Category (ytd) | 63 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.03 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BDAIX | Category Average | BDAIX | Category Average | BDAIX | Category Average | |
| Alpha | 3.53 | 0.03 | 0.4 | 0.04 | -- | 0.01 |
| BETA | 1.03 | 0.01 | 1.04 | 0.01 | -- | 0.01 |
| Mean Annual Return | 1.39 | 0.02 | 1.4 | 0.02 | -- | 0.01 |
| R-squared | 90.9 | 0.89 | 90.96 | 0.87 | -- | 0.87 |
| Standard Deviation | 17.78 | 0.2 | 17.61 | 0.16 | -- | 0.15 |
| Sharpe Ratio | 0.68 | 0.01 | 0.79 | 0.01 | -- | 0.01 |
| Treynor Ratio | 11.14 | 0.21 | 13.01 | 0.21 | -- | 0.15 |
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