Home
Mail
Search
News
Finance
Sport
Lifestyle
Celebrity
Movies
Weather
Mobile
More
Yahoo
Mail
Cryptocurrencies
News
Property
Money
Markets
Industries
Watchlists
My Portfolio
My Screeners
Singapore markets close in 3 hours 12 minutes
Straits Times Index
3,302.94
+10.01
(+0.30%)
Nikkei
38,236.07
-38.03
(-0.10%)
Hang Seng
18,452.20
-23.72
(-0.13%)
FTSE 100
8,213.49
+41.34
(+0.51%)
Bitcoin USD
64,157.45
+825.84
(+1.30%)
CMC Crypto 200
1,336.01
+59.03
(+4.62%)
Baron Durable Advantage Institutional (BDAIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
24.56
+0.26
(+1.07%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
8.87%
5-year average return
17.22%
Number of years up
4
Number of years down
2
Best 1-yr total return (2 May 2024)
45.51%
Worst 1-yr total return (2 May 2024)
N/A
Best 3-yr total return
45.51%
Worst 3-yr total return
6.14%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
BDAIX
Category
YTD
6.43%
12.38%
1-month
-4.00%
5.09%
3-month
3.09%
10.28%
1-year
31.84%
41.70%
3-year
11.22%
22.56%
5-year
16.72%
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
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
10.86%
N/A
N/A
N/A
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
56
1-month
15
3-month
68
1-year
41
3-year
1
5-year
9
Load adjusted returns
1-year
31.84%
3-year
11.22%
5-year
16.72%
10-year
N/A
Data disclaimer
Help
Suggestions
Terms
and
Privacy Policy
Privacy dashboard
About our ads
© 2024 Yahoo. All rights reserved.