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Baron WealthBuilder TA (BWBTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.13+0.08 (+0.44%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.57%
5-year average return12.69%
Number of years up4
Number of years down2
Best 1-yr total return (24 Jun 2024)62.85%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return62.85%
Worst 3-yr total return-0.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBWBTXCategory
YTD-0.28%13.38%
1-month1.95%1.16%
3-month-3.47%6.75%
1-year14.21%40.77%
3-year-2.01%13.59%
5-year13.33%13.52%
10-year0.00%10.48%
Last bull market24.88%21.11%
Last bear market-22.28%-19.34%

Annual total return (%) history

Year
BWBTXCategory
2024
N/AN/A
2023
25.66%N/A
2022
-32.59%N/A
2021
16.70%N/A
2020
62.85%15.41%
2019
36.49%24.78%
2018
-6.38%-9.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.87%N/AN/AN/A
202310.34%7.40%-4.84%11.42%
2022-13.37%-22.28%-1.00%1.14%
20211.22%8.07%0.56%6.09%
2020-18.40%35.43%19.78%23.03%
201918.93%5.76%-2.09%10.83%
20182.40%4.88%4.28%-16.41%

Rank in category (by total return)

YTD100
1-month99
3-month100
1-year94
3-year96
5-year1

Load adjusted returns

1-year14.21%
3-year-2.01%
5-year13.33%
10-yearN/A