BGAIX vs. CAEIX
Compare and contrast key facts about Baron Global Advantage Fund (BGAIX) and Calvert Global Energy Solutions Fund (CAEIX).
BGAIX is managed by Baron Capital Group, Inc.. It was launched on Apr 29, 2012. CAEIX is managed by Calvert Research and Management. It was launched on May 30, 2007.
Performance
BGAIX vs. CAEIX - Performance Comparison
Loading graphics...
BGAIX vs. CAEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGAIX Baron Global Advantage Fund | -7.87% | 27.53% | 26.42% | 25.56% | -51.56% | 0.90% | 79.46% | 45.45% | -3.66% | 49.82% |
CAEIX Calvert Global Energy Solutions Fund | 4.22% | 32.61% | -7.13% | 5.67% | -17.43% | 6.73% | 61.52% | 33.48% | -19.26% | 29.65% |
Returns By Period
In the year-to-date period, BGAIX achieves a -7.87% return, which is significantly lower than CAEIX's 4.22% return. Over the past 10 years, BGAIX has outperformed CAEIX with an annualized return of 13.55%, while CAEIX has yielded a comparatively lower 9.93% annualized return.
BGAIX
- 1D
- -0.66%
- 1M
- -6.32%
- YTD
- -7.87%
- 6M
- -1.99%
- 1Y
- 29.16%
- 3Y*
- 19.45%
- 5Y*
- -1.47%
- 10Y*
- 13.55%
CAEIX
- 1D
- -0.48%
- 1M
- -6.72%
- YTD
- 4.22%
- 6M
- 6.82%
- 1Y
- 41.13%
- 3Y*
- 7.69%
- 5Y*
- 3.40%
- 10Y*
- 9.93%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BGAIX vs. CAEIX - Expense Ratio Comparison
BGAIX has a 0.90% expense ratio, which is lower than CAEIX's 0.99% expense ratio.
Return for Risk
BGAIX vs. CAEIX — Risk / Return Rank
BGAIX
CAEIX
BGAIX vs. CAEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Global Advantage Fund (BGAIX) and Calvert Global Energy Solutions Fund (CAEIX). 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.
| BGAIX | CAEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 2.20 | -1.09 |
Sortino ratioReturn per unit of downside risk | 1.81 | 2.90 | -1.09 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.40 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 3.39 | -1.27 |
Martin ratioReturn relative to average drawdown | 7.09 | 14.41 | -7.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BGAIX | CAEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 2.20 | -1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.05 | 0.18 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.51 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.03 | +0.46 |
Correlation
The correlation between BGAIX and CAEIX is 0.71, 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
BGAIX vs. CAEIX - Dividend Comparison
BGAIX's dividend yield for the trailing twelve months is around 0.21%, less than CAEIX's 0.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGAIX Baron Global Advantage Fund | 0.21% | 0.19% | 0.00% | 0.00% | 1.98% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.42% |
CAEIX Calvert Global Energy Solutions Fund | 0.69% | 0.72% | 1.17% | 1.07% | 0.86% | 0.49% | 0.82% | 1.23% | 2.00% | 1.40% | 1.79% | 0.72% |
Drawdowns
BGAIX vs. CAEIX - Drawdown Comparison
The maximum BGAIX drawdown since its inception was -61.14%, smaller than the maximum CAEIX drawdown of -75.81%. Use the drawdown chart below to compare losses from any high point for BGAIX and CAEIX.
Loading graphics...
Drawdown Indicators
| BGAIX | CAEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.14% | -75.81% | +14.67% |
Max Drawdown (1Y)Largest decline over 1 year | -11.50% | -11.07% | -0.43% |
Max Drawdown (5Y)Largest decline over 5 years | -61.14% | -32.58% | -28.56% |
Max Drawdown (10Y)Largest decline over 10 years | -61.14% | -37.54% | -23.60% |
Current DrawdownCurrent decline from peak | -25.00% | -13.12% | -11.88% |
Average DrawdownAverage peak-to-trough decline | -17.04% | -49.06% | +32.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.43% | 2.62% | +0.81% |
Volatility
BGAIX vs. CAEIX - Volatility Comparison
The current volatility for Baron Global Advantage Fund (BGAIX) is 5.86%, while Calvert Global Energy Solutions Fund (CAEIX) has a volatility of 6.88%. This indicates that BGAIX experiences smaller price fluctuations and is considered to be less risky than CAEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BGAIX | CAEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.86% | 6.88% | -1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 16.35% | 12.14% | +4.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.25% | 18.28% | +6.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.29% | 19.08% | +11.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.66% | 19.61% | +7.05% |