BDAIX vs. BRK-B
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.
Key characteristics
| BDAIX | BRK-B | |
|---|---|---|
| YTD Return | 23.14% | 24.01% |
| 1Y Return | 36.25% | 25.72% |
| 3Y Return (Ann) | 11.39% | 15.48% |
| 5Y Return (Ann) | 18.29% | 14.83% |
| Sharpe Ratio | 2.54 | 2.01 |
| Sortino Ratio | 3.35 | 2.70 |
| Omega Ratio | 1.46 | 1.35 |
| Calmar Ratio | 4.50 | 3.53 |
| Martin Ratio | 19.87 | 9.42 |
| Ulcer Index | 1.90% | 2.84% |
| Daily Std Dev | 14.87% | 13.33% |
| Max Drawdown | -33.57% | -53.86% |
| Current Drawdown | -2.80% | -7.58% |
Correlation
The correlation between BDAIX and BRK-B is 0.58, 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.
Performance
BDAIX vs. BRK-B - Performance Comparison
The year-to-date returns for both investments are quite close, with BDAIX having a 23.14% return and BRK-B slightly higher at 24.01%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
BDAIX vs. BRK-B - Dividend Comparison
BDAIX's dividend yield for the trailing twelve months is around 0.08%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
BDAIX Baron Durable Advantage Fund | 0.08% | 0.10% | 0.00% | 0.33% | 0.12% | 0.00% | 0.37% |
BRK-B Berkshire Hathaway Inc. | 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.
Volatility
BDAIX vs. BRK-B - Volatility Comparison
Baron Durable Advantage Fund (BDAIX) and Berkshire Hathaway Inc. (BRK-B) have volatilities of 3.92% and 3.81%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.