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Baron WealthBuilder Retail (BWBFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.86+0.08 (+0.45%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.48%
5-year average return12.43%
Number of years up4
Number of years down2
Best 1-yr total return (24 Jun 2024)62.45%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return62.45%
Worst 3-yr total return-0.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBWBFXCategory
YTD-0.34%13.38%
1-month1.98%1.16%
3-month-3.52%6.75%
1-year13.97%40.77%
3-year-2.24%13.59%
5-year13.07%13.52%
10-year0.00%10.48%
Last bull market24.83%21.11%
Last bear market-22.29%-19.34%

Annual total return (%) history

Year
BWBFXCategory
2024
N/AN/A
2023
25.36%N/A
2022
-32.75%N/A
2021
16.42%N/A
2020
62.45%15.41%
2019
36.24%24.78%
2018
-6.58%-9.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.83%N/AN/AN/A
202310.33%7.30%-4.93%11.39%
2022-13.45%-22.29%-1.08%1.08%
20211.18%7.98%0.51%6.02%
2020-18.48%35.31%19.74%22.99%
201918.86%5.77%-2.18%10.78%
20182.40%4.88%4.10%-16.44%

Rank in category (by total return)

YTD100
1-month98
3-month100
1-year95
3-year97
5-year2

Load adjusted returns

1-year13.97%
3-year-2.24%
5-year13.07%
10-yearN/A