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Baron Durable Advantage Fund Institutional Shares: (MF: BDAIX)

(NASDAQ Mutual Funds) As of Jun 10, 2026 05:11 PM ET

$33.71 USD

-0.75 (-2.18%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 4.70 50
3 months 2.91 56
6 months 4.55 54
1 Year 32.66 19
3 Year 24.34 12
5 Year 14.94 3
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Apr 30, 2026

1 Year 14.05
5 Year 13.61
10 Year NA
Since Inception 14.56

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -9.02 NA NA NA
2025 -7.02 15.63 5.62 2.64
2024 10.86 5.19 5.70 3.14
2023 16.04 10.66 -0.55 13.94
2022 -10.32 -15.66 -4.99 4.65
2021 3.00 13.13 2.12 11.05

Annual Return

202620252024202320222021202020192018
% Total Return 6.8316.5627.1445.51-24.8032.1620.3241.12-7.27
% Total Return Rel to Index -0.99-1.652.1219.26-6.603.481.929.63-2.88
% Total Return Rel to Peer -0.363.857.7422.51-5.1010.100.4012.70-0.41
% Perf Quintile vs Peer* 3.002.001.001.004.001.003.001.004.00
% Dividends 0.000.000.060.020.000.010.010.000.03
% Yield 0.000.000.000.000.000.030.110.000.36
Capital Gains ($) 0.000.000.000.000.000.060.000.000.00
Expense Ratio 0.700.770.700.700.700.700.700.700.00

* 1 = Top 20%, 5 = Bottom 20%