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BDAIX vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BDAIX vs. BRK-B

Last updated Apr 29, 2025

Compare and contrast key facts about Baron Durable Advantage Fund (BDAIX) and Berkshire Hathaway Inc. (BRK-B).

BDAIX is managed by Baron Capital Group, Inc.. It was launched on Dec 29, 2017.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BDAIX or BRK-B.

Correlation

The correlation between BDAIX and BRK-B is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

-0.50.00.51.0
Correlation: 0.7

Performance

BDAIX vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Baron Durable Advantage Fund (BDAIX) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.
120.00%140.00%160.00%180.00%200.00%NovemberDecember2025FebruaryMarchApril
163.84%
167.85%
BDAIX
BRK-B

Key characteristics

Sharpe Ratio

BDAIX:

0.32

BRK-B:

1.63

Sortino Ratio

BDAIX:

0.60

BRK-B:

2.27

Omega Ratio

BDAIX:

1.09

BRK-B:

1.32

Calmar Ratio

BDAIX:

0.34

BRK-B:

3.50

Martin Ratio

BDAIX:

1.29

BRK-B:

8.99

Ulcer Index

BDAIX:

5.75%

BRK-B:

3.43%

Daily Std Dev

BDAIX:

23.01%

BRK-B:

18.94%

Max Drawdown

BDAIX:

-33.57%

BRK-B:

-53.86%

Current Drawdown

BDAIX:

-13.49%

BRK-B:

-1.26%

Returns By Period

In the year-to-date period, BDAIX achieves a -8.60% return, which is significantly lower than BRK-B's 17.13% return.

BDAIX

YTD

-8.60%

1M

-1.51%

6M

-6.73%

1Y

6.96%

5Y*

16.03%

10Y*

N/A

BRK-B

YTD

17.13%

1M

0.88%

6M

15.80%

1Y

32.04%

5Y*

22.97%

10Y*

14.04%

*Annualized

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Risk-Adjusted Performance

BDAIX vs. BRK-B — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BDAIX
The Risk-Adjusted Performance Rank of BDAIX is 4747
Overall Rank
The Sharpe Ratio Rank of BDAIX is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of BDAIX is 4646
Sortino Ratio Rank
The Omega Ratio Rank of BDAIX is 4646
Omega Ratio Rank
The Calmar Ratio Rank of BDAIX is 5151
Calmar Ratio Rank
The Martin Ratio Rank of BDAIX is 4747
Martin Ratio Rank
BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 9393
Overall Rank
The Sharpe Ratio Rank of BRK-B is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8989
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 9090
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9898
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9494
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BDAIX vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Baron Durable Advantage Fund (BDAIX) and Berkshire Hathaway Inc. (BRK-B). 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.

The chart of Sharpe ratio for BDAIX, currently valued at 0.32, compared to the broader market-1.000.001.002.003.00
BDAIX: 0.32
BRK-B: 1.63
The chart of Sortino ratio for BDAIX, currently valued at 0.60, compared to the broader market-2.000.002.004.006.008.00
BDAIX: 0.60
BRK-B: 2.27
The chart of Omega ratio for BDAIX, currently valued at 1.09, compared to the broader market0.501.001.502.002.503.00
BDAIX: 1.09
BRK-B: 1.32
The chart of Calmar ratio for BDAIX, currently valued at 0.34, compared to the broader market0.002.004.006.008.0010.00
BDAIX: 0.34
BRK-B: 3.50
The chart of Martin ratio for BDAIX, currently valued at 1.29, compared to the broader market0.0010.0020.0030.0040.0050.00
BDAIX: 1.29
BRK-B: 8.99

The current BDAIX Sharpe Ratio is 0.32, which is lower than the BRK-B Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of BDAIX and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.32
1.63
BDAIX
BRK-B

Dividends

BDAIX vs. BRK-B - Dividend Comparison

BDAIX's dividend yield for the trailing twelve months is around 0.25%, while BRK-B has not paid dividends to shareholders.

TTM2024202320222021202020192018
BDAIX
Baron Durable Advantage Fund		0.25%0.23%0.10%0.00%0.04%0.12%0.00%0.38%
BRK-B
Berkshire Hathaway Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BDAIX vs. BRK-B - Drawdown Comparison

The maximum BDAIX drawdown since its inception was -33.57%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for BDAIX and BRK-B. For additional features, visit the drawdowns tool.

-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-13.49%
-1.26%
BDAIX
BRK-B

Volatility

BDAIX vs. BRK-B - Volatility Comparison

Baron Durable Advantage Fund (BDAIX) has a higher volatility of 16.30% compared to Berkshire Hathaway Inc. (BRK-B) at 10.99%. This indicates that BDAIX's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
16.30%
10.99%
BDAIX
BRK-B