BDAIX vs. RGGYX

In the year-to-date period, BDAIX achieves a -8.60% return, which is significantly lower than RGGYX's -4.87% return.

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BDAIX has a 1.48% expense ratio, which is higher than RGGYX's 0.60% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Durable Advantage Fund (BDAIX) and Victory RS Global Fund (RGGYX). 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 0.32, which is comparable to the RGGYX Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of BDAIX and RGGYX, 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 0.25%, less than RGGYX's 1.22% yield.

The maximum BDAIX drawdown since its inception was -33.57%, which is greater than RGGYX's maximum drawdown of -31.80%. Use the drawdown chart below to compare losses from any high point for BDAIX and RGGYX. For additional features, visit the drawdowns tool.

Baron Durable Advantage Fund (BDAIX) has a higher volatility of 16.31% compared to Victory RS Global Fund (RGGYX) at 12.31%. This indicates that BDAIX's price experiences larger fluctuations and is considered to be riskier than RGGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.