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Money
The cost of following England at Euro 2024
What could your money earn if you invested your football spending elsewhere
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
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
1.48%
5-year average return
12.43%
Number of years up
4
Number of years down
2
Best 1-yr total return (24 Jun 2024)
62.45%
Worst 1-yr total return (24 Jun 2024)
N/A
Best 3-yr total return
62.45%
Worst 3-yr total return
-0.62%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
BWBFX
Category
YTD
-0.34%
13.38%
1-month
1.98%
1.16%
3-month
-3.52%
6.75%
1-year
13.97%
40.77%
3-year
-2.24%
13.59%
5-year
13.07%
13.52%
10-year
0.00%
10.48%
Last bull market
24.83%
21.11%
Last bear market
-22.29%
-19.34%
Annual total return (%) history
Year
BWBFX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
4.83%
N/A
N/A
N/A
2023
10.33%
7.30%
-4.93%
11.39%
2022
-13.45%
-22.29%
-1.08%
1.08%
2021
1.18%
7.98%
0.51%
6.02%
2020
-18.48%
35.31%
19.74%
22.99%
2019
18.86%
5.77%
-2.18%
10.78%
2018
2.40%
4.88%
4.10%
-16.44%
Rank in category (by total return)
YTD
100
1-month
98
3-month
100
1-year
95
3-year
97
5-year
2
Load adjusted returns
1-year
13.97%
3-year
-2.24%
5-year
13.07%
10-year
N/A
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