Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BWBIX (BARON WEALTHBUILDER FUND INSTITUTIONAL SHARES) | -0.23% | 9.62% | 12.81% | 4.18% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BWBIX (BARON WEALTHBUILDER FUND INSTITUTIONAL SHARES) | 01/02/2018 | 06/10/2026 |
| 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 (%) | 0.19 | 9.62 | 12.81 | 4.18 | NA | NA | NA | … | … | -0.23 | 10.24 | 19.62 | 25.77 | -32.57 | 16.80 | 62.85 | 36.48 | -6.94 |
| Sharpe Ratio | NA | 0.65 | 0.62 | 0.10 | NA | NA | NA | … | … | -0.05 | 0.36 | 1.04 | 1.28 | -1.07 | 0.86 | 1.64 | 2.34 | -0.46 |
| Standard Deviation(%) | NA | 14.69 | 17.38 | 21.10 | NA | NA | NA | … | … | 15.53 | 20.54 | 15.45 | 17.38 | 31.78 | 19.53 | 37.87 | 14.97 | 18.30 |
| Draw Down(%) | NA | 11.65 | 21.59 | 39.15 | NA | NA | NA | … | … | 11.65 | 21.59 | 8.22 | 16.74 | 36.29 | 12.81 | 38.48 | 7.95 | 23.26 |
| Yield(%) | 0.00 | 7.76 | 3.72 | 3.32 | 4.14 | 2.76 | 2.07 | … | … | 0.00 | 7.85 | 0.93 | 0.08 | 2.08 | 6.12 | 1.96 | 4.65 | 0.13 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| BWBIX (BARON WEALTHBUILDER FUND INSTITUTIONAL SHARES) |
-3.43%
Apr 2021 – Apr 2024 |
3.35%
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 |
|---|---|---|---|---|
| BWBIX (BARON WEALTHBUILDER FUND INSTITUTIONAL SHARES) |
37.44%
Dec 2018 – Dec 2021 |
17.10%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart