See what your fund actually adds
Baron Global Durable Advantage ETF BCGD
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | BCGD | Replication |
|---|---|---|
| Annualized growth | 8.2% | 6.9% |
| Annualized volatility | 15.3% | 14.6% |
| Sharpe ratio | 0.59 | 0.53 |
| Maximum drawdown | 13.4% | 12.7% |
| Replication fit (R²) | 0.94 · Tracking error 3.6% | |
Replication portfolio
The published portfolio below is the investable basket used to model BCGD’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VUG | Style · Growth | 32.2% |
| EFG | Intl · Growth | 29.9% |
| XLY | Sector · Cons Discr | 19.2% |
| XLF | Sector · Financials | 18.7% |