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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 (Jun 24, 2024)62.85%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return62.85%
Worst 3-Yr Total Return-0.38%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
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