Nasdaq - Delayed Quote USD

Baron WealthBuilder Retail (BWBFX)

20.69
+0.09
+(0.44%)
At close: 8:00:08 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.20%
5y Average Return 14.51%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (May 14, 2025) 62.45%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 62.45%
Worst 3Y Total Return -0.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BWBFX
Category
YTD
-8.15%
13.38%
1-Month
-0.26%
1.16%
3-Month
-11.71%
6.75%
1-Year
11.34%
40.77%
3-Year
6.42%
13.59%
5-Year
13.01%
13.52%
10-Year
0.00%
10.48%
Last Bull Market
23.37%
21.11%
Last Bear Market
-22.29%
-19.34%

Annual Total Return (%) History

Year
BWBFX
Category
2025
--
--
2024
18.47%
--
2023
25.36%
--
2022
-32.75%
--
2021
16.42%
--
2020
62.45%
15.41%
2019
36.24%
24.78%
2018
-6.58%
-9.27%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -7.91% -- -- --
2024 4.83% -2.71% 10.14% 5.46%
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 97
1-Month 38
3-Month 97
1-Year 4
3-Year 70
5-Year 11

Load Adjusted Returns

1-Year 11.34%
3-Year 6.42%
5-Year 13.01%
10-Year --

Performance & Risk

YTD Return -1.20%
5y Average Return 14.51%
Rank in Category (ytd) 97
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.44
Morningstar Risk Rating

Fund Overview

Category Allocation--85%+ Equity
Fund Family Baron Capital Group, Inc.
Net Assets 495.09M
YTD Return -8.15%
Yield 0.00%
Morningstar Rating
Inception Date Dec 29, 2017

Fund Summary

The fund invests, at any given time, in the securities of a select number of Baron mutual funds (the "underlying funds"), representing specific investment strategies. It normally invests in a variety of domestic and international equity funds. The Adviser seeks to invest in businesses that the Adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.

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