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. It was launched on May 15, 2011. BDAIX is managed by Baron Capital Group, Inc.. It was launched on Dec 29, 2017.
Performance
RGGYX vs. BDAIX - Performance Comparison
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RGGYX vs. BDAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
RGGYX Victory RS Global Fund | -1.21% | 17.14% | 19.94% | 26.95% | -18.80% | 22.77% | 17.27% | 19.40% |
BDAIX Baron Durable Advantage Fund | -9.02% | 16.56% | 27.14% | 45.51% | -24.81% | 32.17% | 20.32% | 27.34% |
Returns By Period
In the year-to-date period, RGGYX achieves a -1.21% return, which is significantly higher than BDAIX's -9.02% return.
RGGYX
- 1D
- 3.08%
- 1M
- -5.16%
- YTD
- -1.21%
- 6M
- 2.11%
- 1Y
- 21.07%
- 3Y*
- 17.51%
- 5Y*
- 10.69%
- 10Y*
- 12.71%
BDAIX
- 1D
- 3.73%
- 1M
- -5.66%
- YTD
- -9.02%
- 6M
- -6.67%
- 1Y
- 13.20%
- 3Y*
- 19.13%
- 5Y*
- 13.21%
- 10Y*
- —
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RGGYX vs. BDAIX - Expense Ratio Comparison
RGGYX has a 0.60% expense ratio, which is lower than BDAIX's 1.48% expense ratio.
Return for Risk
RGGYX vs. BDAIX — Risk / Return Rank
RGGYX
BDAIX
RGGYX vs. BDAIX - Risk-Adjusted Trends 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.
| RGGYX | BDAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 0.63 | +0.66 |
Sortino ratioReturn per unit of downside risk | 1.88 | 1.04 | +0.84 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.15 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 0.96 | +0.88 |
Martin ratioReturn relative to average drawdown | 8.84 | 3.50 | +5.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RGGYX | BDAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 0.63 | +0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.66 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.76 | +0.05 |
Correlation
The correlation between RGGYX and BDAIX is 0.89, 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
RGGYX vs. BDAIX - Dividend Comparison
RGGYX's dividend yield for the trailing twelve months is around 1.04%, while BDAIX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGGYX Victory RS Global Fund | 1.04% | 1.03% | 1.16% | 1.09% | 1.29% | 3.42% | 0.82% | 1.38% | 4.84% | 8.60% | 10.38% | 3.86% |
BDAIX Baron Durable Advantage Fund | 0.00% | 0.00% | 0.23% | 0.10% | 0.00% | 0.33% | 0.12% | 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.
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Drawdown Indicators
| RGGYX | BDAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.80% | -33.57% | +1.77% |
Max Drawdown (1Y)Largest decline over 1 year | -11.67% | -14.82% | +3.15% |
Max Drawdown (5Y)Largest decline over 5 years | -26.78% | -30.25% | +3.47% |
Max Drawdown (10Y)Largest decline over 10 years | -31.80% | — | — |
Current DrawdownCurrent decline from peak | -6.22% | -11.64% | +5.42% |
Average DrawdownAverage peak-to-trough decline | -4.00% | -5.91% | +1.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 4.08% | -1.65% |
Volatility
RGGYX vs. BDAIX - Volatility Comparison
The current volatility for Victory RS Global Fund (RGGYX) is 6.01%, while Baron Durable Advantage Fund (BDAIX) has a volatility of 6.74%. 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.
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Volatility by Period
| RGGYX | BDAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.01% | 6.74% | -0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 12.50% | -2.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.75% | 22.56% | -5.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.85% | 20.21% | -4.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.74% | 22.11% | -5.37% |