BDAIX vs. HLAL

In the year-to-date period, BDAIX achieves a 0.80% return, which is significantly higher than HLAL's -2.79% return.

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BDAIX has a 1.48% expense ratio, which is higher than HLAL's 0.50% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Durable Advantage Fund (BDAIX) and Wahed FTSE USA Shariah ETF (HLAL). 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 current BDAIX Sharpe Ratio is 0.55, which is higher than the HLAL Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of BDAIX and HLAL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BDAIX's dividend yield for the trailing twelve months is around 0.23%, less than HLAL's 0.69% yield.

The maximum BDAIX drawdown since its inception was -33.57%, roughly equal to the maximum HLAL drawdown of -33.57%. Use the drawdown chart below to compare losses from any high point for BDAIX and HLAL.

Baron Durable Advantage Fund (BDAIX) has a higher volatility of 6.08% compared to Wahed FTSE USA Shariah ETF (HLAL) at 5.43%. This indicates that BDAIX's price experiences larger fluctuations and is considered to be riskier than HLAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.