RGGYX vs. BDAIX
Compare and contrast key facts about Victory RS Global Fund (RGGYX) and Baron Durable Advantage Fund (BDAIX).
RGGYX is managed by Victory Capital. It was launched on May 15, 2011. 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: RGGYX or BDAIX.
Key characteristics
| RGGYX | BDAIX | |
|---|---|---|
| YTD Return | 23.24% | 29.43% |
| 1Y Return | 35.48% | 42.04% |
| 3Y Return (Ann) | 7.78% | 12.96% |
| 5Y Return (Ann) | 13.40% | 19.23% |
| Sharpe Ratio | 2.87 | 2.75 |
| Sortino Ratio | 3.88 | 3.62 |
| Omega Ratio | 1.53 | 1.50 |
| Calmar Ratio | 3.89 | 4.94 |
| Martin Ratio | 19.07 | 21.79 |
| Ulcer Index | 1.82% | 1.90% |
| Daily Std Dev | 12.07% | 15.07% |
| Max Drawdown | -31.80% | -33.57% |
| Current Drawdown | -0.16% | 0.00% |
Correlation
The correlation between RGGYX and BDAIX is 0.90, 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.
Performance
RGGYX vs. BDAIX - Performance Comparison
In the year-to-date period, RGGYX achieves a 23.24% return, which is significantly lower than BDAIX's 29.43% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RGGYX vs. BDAIX - Expense Ratio Comparison
RGGYX has a 0.60% expense ratio, which is lower than BDAIX's 1.48% expense ratio.
Risk-Adjusted Performance
RGGYX vs. BDAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory RS Global Fund (RGGYX) and Baron Durable Advantage Fund (BDAIX). 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
RGGYX vs. BDAIX - Dividend Comparison
RGGYX's dividend yield for the trailing twelve months is around 0.88%, more than BDAIX's 0.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGGYX Victory RS Global Fund | 0.88% | 1.09% | 1.29% | 1.09% | 0.78% | 1.32% | 1.67% | 0.00% | 2.06% | 1.15% | 0.97% | 1.47% |
BDAIX Baron Durable Advantage Fund | 0.08% | 0.10% | 0.00% | 0.04% | 0.12% | 0.00% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RGGYX vs. BDAIX - Drawdown Comparison
The maximum RGGYX drawdown since its inception was -31.80%, smaller than the maximum BDAIX drawdown of -33.57%. Use the drawdown chart below to compare losses from any high point for RGGYX and BDAIX. For additional features, visit the drawdowns tool.
Volatility
RGGYX vs. BDAIX - Volatility Comparison
The current volatility for Victory RS Global Fund (RGGYX) is 3.26%, while Baron Durable Advantage Fund (BDAIX) has a volatility of 4.50%. This indicates that RGGYX experiences smaller price fluctuations and is considered to be less risky than BDAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.