See what your fund actually adds
Baron Discovery Fund Retail Shares BDFFX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | BDFFX | Replication |
|---|---|---|
| Annualized growth | -0.0% | 4.3% |
| Annualized volatility | 25.0% | 21.8% |
| Sharpe ratio | 0.12 | 0.30 |
| Maximum drawdown | 43.2% | 36.9% |
| Replication fit (R²) | 0.89 · Tracking error 8.2% | |
Replication portfolio
The published portfolio below is the investable basket used to model BDFFX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VBK | Small-Cap · Growth | 96.8% |
| VOT | Mid-Cap · Growth | 3.2% |