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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
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
1.57%
5-Year Average Return
12.69%
Number of Years Up
4
Number of Years Down
2
Best 1 Yr Total Return (Jun 24, 2024)
62.85%
Worst 1 Yr Total Return (Jun 24, 2024)
N/A
Best 3-Yr Total Return
62.85%
Worst 3-Yr Total Return
-0.38%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
BWBTX
Category
YTD
-0.28%
13.38%
1-Month
1.95%
1.16%
3-Month
-3.47%
6.75%
1-Year
14.21%
40.77%
3-Year
-2.01%
13.59%
5-Year
13.33%
13.52%
10-Year
0.00%
10.48%
Last Bull Market
24.88%
21.11%
Last Bear Market
-22.28%
-19.34%
Annual Total Return (%) History
Year
BWBTX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
4.87%
N/A
N/A
N/A
2023
10.34%
7.40%
-4.84%
11.42%
2022
-13.37%
-22.28%
-1.00%
1.14%
2021
1.22%
8.07%
0.56%
6.09%
2020
-18.40%
35.43%
19.78%
23.03%
2019
18.93%
5.76%
-2.09%
10.83%
2018
2.40%
4.88%
4.28%
-16.41%
Rank In Category (By Total Return)
YTD
100
1-Month
99
3-Month
100
1-Year
94
3-Year
96
5-Year
1
Load Adjusted Returns
1-Year
14.21%
3-Year
-2.01%
5-Year
13.33%
10-Year
N/A
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