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MARKETS LIVE BLOG
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U.S. economic output hotter than expected in May, dampening rate-cut hopes
Baron Durable Advantage Institutional (BDAIX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.70
+0.03
(+0.12%)
At close: 08:05AM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
13.92%
5-Year Average Return
18.85%
Number of Years Up
4
Number of Years Down
2
Best 1 Yr Total Return (May 21, 2024)
45.51%
Worst 1 Yr Total Return (May 21, 2024)
N/A
Best 3-Yr Total Return
45.51%
Worst 3-Yr Total Return
6.14%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
BDAIX
Category
YTD
6.43%
12.38%
1-Month
-4.00%
5.09%
3-Month
3.09%
10.28%
1-Year
31.84%
41.70%
3-Year
11.22%
22.56%
5-Year
16.72%
21.98%
10-Year
0.00%
15.99%
Last Bull Market
27.80%
25.99%
Last Bear Market
-15.67%
-17.29%
Annual Total Return (%) History
Year
BDAIX
Category
2024
N/A
N/A
2023
45.51%
N/A
2022
-24.81%
N/A
2021
32.16%
N/A
2020
20.33%
35.86%
2019
41.13%
31.90%
2018
-7.28%
-2.09%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
10.86%
N/A
N/A
N/A
2023
16.04%
10.66%
-0.55%
13.94%
2022
-10.32%
-15.67%
-5.00%
4.65%
2021
3.00%
13.14%
2.12%
11.06%
2020
-15.95%
22.17%
8.89%
7.62%
2019
14.83%
8.01%
3.14%
10.32%
2018
1.30%
1.88%
4.26%
-13.83%
Rank In Category (By Total Return)
YTD
56
1-Month
15
3-Month
68
1-Year
41
3-Year
1
5-Year
9
Load Adjusted Returns
1-Year
31.84%
3-Year
11.22%
5-Year
16.72%
10-Year
N/A
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