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Baron Durable Advantage Institutional (BDAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.56+0.26 (+1.07%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.87%
5-year average return17.22%
Number of years up4
Number of years down2
Best 1-yr total return (2 May 2024)45.51%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return45.51%
Worst 3-yr total return6.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBDAIXCategory
YTD6.43%12.38%
1-month-4.00%5.09%
3-month3.09%10.28%
1-year31.84%41.70%
3-year11.22%22.56%
5-year16.72%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%N/AN/AN/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)

YTD56
1-month15
3-month68
1-year41
3-year1
5-year9

Load adjusted returns

1-year31.84%
3-year11.22%
5-year16.72%
10-yearN/A