- CUSIP
- 06829D206
- Issuer
- Baron Capital
- Inception Date
- Dec 12, 2025
- Region
- Global (Global)
- Category
- Global Equities, Large Cap Growth Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Domicile
- United States
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $7M
Share Price Chart
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Performance
BCGD Performance Chart
Baron Global Durable Advantage ETF (BCGD) is up 4.4% since the beginning of the year. BCGD is currently trading at $27 per share.
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Returns By Period
Baron Global Durable Advantage ETF
- 1D
- 1.40%
- 1M
- 1.82%
- YTD
- 4.35%
- 6M
- 5.53%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.00%
- 1M
- -0.34%
- YTD
- 8.39%
- 6M
- 8.57%
- 1Y
- 24.33%
- 3Y*
- 18.94%
- 5Y*
- 12.24%
- 10Y*
- 13.54%
BCGD Monthly Returns History
Based on dividend-adjusted daily data since Dec 15, 2025, BCGD's average daily return is +0.05%, while the average monthly return is +0.98%. At this rate, an investment would double in approximately 5.9 years.
Historically, 71% of months were positive and 29% were negative. The best month was Apr 2026 with a return of +11.0%, while the worst month was Mar 2026 at -7.9%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 2 months.
On a daily basis, BCGD closed higher 52% of trading days. The best single day was Apr 8, 2026 with a return of +3.8%, while the worst single day was Jan 20, 2026 at -2.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.85% | -1.88% | -7.89% | 10.98% | 2.12% | 0.02% | 4.35% | ||||||
| 2025 | 1.64% | 1.64% |
Benchmark Metrics
Baron Global Durable Advantage ETF has an annualized alpha of -7.35%, beta of 1.20, and R2 of 0.83 versus S&P 500 Index. Calculated based on daily prices since December 15, 2025.
- This ETF participated in 118.43% of S&P 500 Index downside but only 95.60% of its upside - more exposed to losses than it benefited from rallies.
- This ETF had an annualized alpha of -7.35% versus S&P 500 Index - delivering less than market exposure alone would predict.
- Alpha
- -7.35%
- Beta
- 1.20
- R²
- 0.83
- Upside Capture
- 95.60%
- Downside Capture
- 118.43%
Expense Ratio
BCGD has an expense ratio of 0.75%, placing it in the medium range.
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Baron Global Durable Advantage ETF (BCGD) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BCGD | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.35 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.66 | — |
| Martin ratioReturn relative to average drawdown | — | 11.86 | — |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Baron Global Durable Advantage ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Baron Global Durable Advantage ETF was 13.79%, occurring on Mar 30, 2026. Recovery took 26 trading sessions.
The current Baron Global Durable Advantage ETF drawdown is 0.09%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 correction2026 | -13.79%Mar 2026 | 1mo 29d | 1mo 7d | 3mo 6dJan 2026 - May 2026 |
2026 pullback2026 | -3.81%Jun 2026 | 9d | 5d | 14dJun 2026 - Jun 2026 |
2026 pullback2026 | -3.60%May 2026 | 12d | 10d | 22dMay 2026 - May 2026 |
2026 pullback2026 | -3.17%Jan 2026 | 7d | 9d | 16dJan 2026 - Jan 2026 |
2025 pullback2025 | -1.90%Dec 2025 | 1d | 5d | 6dDec 2025 - Dec 2025 |
Drawdown Indicators
| BCGD | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.79% | -56.78% | +42.99% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.10% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.09% | -2.49% | +2.40% |
Average DrawdownAverage peak-to-trough decline | -3.07% | -10.72% | +7.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.03% | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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