BDAIX vs. BIGFX
Compare and contrast key facts about Baron Durable Advantage Fund (BDAIX) and Baron International Growth Fund (BIGFX).
BDAIX is managed by Baron Capital Group, Inc.. It was launched on Dec 29, 2017. BIGFX is managed by Baron Capital Group, Inc.. It was launched on Dec 30, 2008.
Performance
BDAIX vs. BIGFX - Performance Comparison
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BDAIX vs. BIGFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BDAIX Baron Durable Advantage Fund | -12.29% | 16.56% | 27.14% | 45.51% | -24.81% | 32.17% | 20.32% | 27.34% |
BIGFX Baron International Growth Fund | -4.48% | 20.80% | 4.11% | 7.33% | -27.47% | 9.63% | 30.52% | 14.48% |
Returns By Period
In the year-to-date period, BDAIX achieves a -12.29% return, which is significantly lower than BIGFX's -4.48% return.
BDAIX
- 1D
- -0.17%
- 1M
- -8.90%
- YTD
- -12.29%
- 6M
- -9.97%
- 1Y
- 9.96%
- 3Y*
- 17.69%
- 5Y*
- 12.79%
- 10Y*
- —
BIGFX
- 1D
- -0.40%
- 1M
- -12.25%
- YTD
- -4.48%
- 6M
- -7.37%
- 1Y
- 14.65%
- 3Y*
- 7.55%
- 5Y*
- 0.05%
- 10Y*
- 7.22%
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BDAIX vs. BIGFX - Expense Ratio Comparison
BDAIX has a 1.48% expense ratio, which is higher than BIGFX's 1.20% expense ratio.
Return for Risk
BDAIX vs. BIGFX — Risk / Return Rank
BDAIX
BIGFX
BDAIX vs. BIGFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Durable Advantage Fund (BDAIX) and Baron International Growth Fund (BIGFX). 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.
| BDAIX | BIGFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 0.80 | -0.34 |
Sortino ratioReturn per unit of downside risk | 0.80 | 1.18 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.16 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.51 | 0.97 | -0.46 |
Martin ratioReturn relative to average drawdown | 1.89 | 3.26 | -1.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BDAIX | BIGFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 0.80 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.00 | +0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.42 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.51 | +0.22 |
Correlation
The correlation between BDAIX and BIGFX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BDAIX vs. BIGFX - Dividend Comparison
BDAIX has not paid dividends to shareholders, while BIGFX's dividend yield for the trailing twelve months is around 0.89%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDAIX Baron Durable Advantage Fund | 0.00% | 0.00% | 0.23% | 0.10% | 0.00% | 0.33% | 0.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BIGFX Baron International Growth Fund | 0.89% | 0.85% | 0.80% | 0.35% | 1.25% | 5.24% | 0.02% | 0.08% | 3.56% | 3.54% | 0.93% | 0.62% |
Drawdowns
BDAIX vs. BIGFX - Drawdown Comparison
The maximum BDAIX drawdown since its inception was -33.57%, smaller than the maximum BIGFX drawdown of -41.12%. Use the drawdown chart below to compare losses from any high point for BDAIX and BIGFX.
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Drawdown Indicators
| BDAIX | BIGFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.57% | -41.12% | +7.55% |
Max Drawdown (1Y)Largest decline over 1 year | -14.82% | -12.71% | -2.11% |
Max Drawdown (5Y)Largest decline over 5 years | -30.25% | -41.12% | +10.87% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.12% | — |
Current DrawdownCurrent decline from peak | -14.82% | -12.71% | -2.11% |
Average DrawdownAverage peak-to-trough decline | -5.90% | -10.11% | +4.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.01% | 3.79% | +0.22% |
Volatility
BDAIX vs. BIGFX - Volatility Comparison
The current volatility for Baron Durable Advantage Fund (BDAIX) is 5.36%, while Baron International Growth Fund (BIGFX) has a volatility of 7.60%. This indicates that BDAIX experiences smaller price fluctuations and is considered to be less risky than BIGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BDAIX | BIGFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.36% | 7.60% | -2.24% |
Volatility (6M)Calculated over the trailing 6-month period | 11.93% | 11.79% | +0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.30% | 17.62% | +4.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.14% | 16.79% | +3.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.07% | 17.07% | +5.00% |