BDAFX vs. AMRGX
BDAFX (Baron Durable Advantage Fund Retail Shares) and AMRGX (American Growth Fund Series One) are both Large Cap Growth Equities funds. Over the past 5 years, BDAFX returned 12.25%/yr vs 9.71%/yr for AMRGX. Their correlation of 0.84 means they have usually moved in the same direction. BDAFX charges 0.95%/yr vs 4.07%/yr for AMRGX.
Performance
BDAFX vs. AMRGX - Performance Comparison
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Returns By Period
In the year-to-date period, BDAFX achieves a 2.59% return, which is significantly lower than AMRGX's 17.06% return.
BDAFX
- 1D
- 2.59%
- 1M
- -0.50%
- 6M
- 0.87%
- YTD
- 2.59%
- 1Y
- 7.88%
- 3Y*
- 17.91%
- 5Y*
- 12.25%
- 10Y*
- —
- ALL TIME*
- 17.47%
AMRGX
- 1D
- 2.55%
- 1M
- -0.50%
- 6M
- 12.78%
- YTD
- 17.06%
- 1Y
- 37.70%
- 3Y*
- 17.59%
- 5Y*
- 9.71%
- 10Y*
- 11.79%
- ALL TIME*
- 2.94%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BDAFX vs. AMRGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BDAFX Baron Durable Advantage Fund Retail Shares | 2.59% | 16.25% | 26.87% | 45.11% | -24.99% | 31.79% | 20.11% | 27.13% |
AMRGX American Growth Fund Series One | 17.06% | 11.18% | 16.61% | 24.38% | -19.93% | 15.64% | 18.65% | 20.81% |
Correlation
The correlation between BDAFX and AMRGX is 0.66, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.66 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Feb 19, 2019 | 0.84 |
The correlation between BDAFX and AMRGX shifts across timeframes, from 0.66 (1 year) to 0.84 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BDAFX vs. AMRGX — Risk / Return Rank
BDAFX
AMRGX
BDAFX vs. AMRGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Durable Advantage Fund Retail Shares (BDAFX) and American Growth Fund Series One (AMRGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| BDAFX | AMRGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.85 | ||
| Sortino ratioReturn per unit of downside risk | -1.25 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.30 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 0.43 | 2.50 | -2.07 |
| Martin ratioReturn relative to average drawdown | 1.52 | 5.86 | -4.34 |
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Drawdowns
BDAFX vs. AMRGX - Drawdown Comparison
The maximum BDAFX drawdown since its inception was -33.59%, smaller than the maximum AMRGX drawdown of -80.32%. Use the drawdown chart below to compare losses from any high point for BDAFX and AMRGX.
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Drawdown Indicators
| BDAFX | AMRGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.59% | -80.32% | +46.73% |
Max Drawdown (1Y)Largest decline over 1 year | -14.85% | -13.98% | -0.87% |
Max Drawdown (3Y)Largest decline over 3 years | -21.82% | -21.15% | -0.67% |
Max Drawdown (5Y)Largest decline over 5 years | -30.44% | -35.42% | +4.98% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.42% | — |
Current DrawdownCurrent decline from peak | -4.10% | -5.31% | +1.21% |
Average DrawdownAverage peak-to-trough decline | -5.81% | -40.05% | +34.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.19% | 5.91% | -1.72% |
Volatility
BDAFX vs. AMRGX - Volatility Comparison
The current volatility for Baron Durable Advantage Fund Retail Shares (BDAFX) is 4.84%, while American Growth Fund Series One (AMRGX) has a volatility of 6.43%. This indicates that BDAFX experiences smaller price fluctuations and is considered to be less risky than AMRGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BDAFX | AMRGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.84% | 6.43% | -1.59% |
Volatility (6M)Calculated over the trailing 6-month period | 13.64% | 17.26% | -3.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.35% | 28.73% | -11.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.49% | 22.64% | -2.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.92% | 21.64% | +0.28% |
BDAFX vs. AMRGX - Expense Ratio Comparison
BDAFX has a 0.95% expense ratio, which is lower than AMRGX's 4.07% expense ratio.
Dividends
BDAFX vs. AMRGX - Dividend Comparison
BDAFX has not paid dividends to shareholders, while AMRGX's dividend yield for the trailing twelve months is around 15.23%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
AMRGX American Growth Fund Series One | 15.23% | 17.82% | 12.39% | 8.17% | 7.77% | 12.21% | 2.36% |
BDAFX Baron Durable Advantage Fund Retail Shares | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 0.33% | 0.12% |
Frequently Asked Questions
BDAFX and AMRGX have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMRGX has higher volatility (6.43%) compared to BDAFX (4.84%). In terms of maximum drawdown, BDAFX dropped -33.59% vs AMRGX's -80.32%.
AMRGX currently has the higher Sharpe Ratio (1.22 vs 0.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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