Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BWBFX (BARON WEALTHBUILDER FUND) | 2.35% | 12.71% | 14.34% | 4.80% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BWBFX (BARON WEALTHBUILDER FUND) | 01/02/2018 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.11 | 12.71 | 14.34 | 4.80 | NA | NA | NA | … | … | 2.35 | 9.91 | 19.31 | 25.40 | -32.74 | 16.53 | 62.45 | 36.23 | -7.14 |
| Sharpe Ratio | NA | 0.61 | 0.65 | 0.09 | NA | NA | NA | … | … | -0.11 | 0.34 | 1.01 | 1.26 | -1.08 | 0.84 | 1.64 | 2.33 | -0.47 |
| Standard Deviation(%) | NA | 14.25 | 17.30 | 21.08 | NA | NA | NA | … | … | 14.75 | 20.56 | 15.47 | 17.41 | 31.80 | 19.57 | 37.78 | 14.89 | 18.32 |
| Draw Down(%) | NA | 11.64 | 21.64 | 39.27 | NA | NA | NA | … | … | 11.64 | 21.64 | 8.24 | 16.77 | 36.36 | 12.85 | 38.51 | 8.06 | 23.35 |
| Yield(%) | 0.00 | 7.68 | 3.70 | 3.33 | 4.06 | 2.71 | 2.03 | … | … | 0.00 | 7.73 | 0.86 | 0.04 | 2.10 | 6.14 | 1.96 | 4.65 | 0.13 |
Data as of 06/04/2026, Common starting date is 01/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWBFX (BARON WEALTHBUILDER FUND) |
-3.66%
Apr 2021 – Apr 2024 |
3.08%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWBFX (BARON WEALTHBUILDER FUND) |
37.13%
Dec 2018 – Dec 2021 |
16.81%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart