Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BWBTX (BARON WEALTHBUILDER FUND TA SHARES) | 0.74% | 12.17% | 13.99% | 4.61% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BWBTX (BARON WEALTHBUILDER FUND TA SHARES) | 01/02/2018 | 06/05/2026 |
| 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 (%) | 0.32 | 12.17 | 13.99 | 4.61 | NA | NA | NA | … | … | 0.74 | 10.24 | 19.63 | 25.70 | -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 | 1.65 | 2.35 | -0.46 |
| Standard Deviation(%) | NA | 14.69 | 17.38 | 21.11 | NA | NA | NA | … | … | 15.56 | 20.54 | 15.43 | 17.38 | 31.78 | 19.57 | 37.86 | 14.87 | 18.35 |
| Draw Down(%) | NA | 11.66 | 21.55 | 39.19 | NA | NA | NA | … | … | 11.66 | 21.55 | 8.17 | 16.75 | 36.31 | 12.82 | 38.41 | 8.03 | 23.33 |
| Yield(%) | 0.00 | 7.87 | 3.80 | 3.36 | 4.14 | 2.76 | 2.07 | … | … | 0.00 | 7.85 | 0.93 | 0.08 | 2.09 | 6.12 | 1.95 | 4.64 | 0.13 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| BWBTX (BARON WEALTHBUILDER FUND TA SHARES) |
-3.43%
Apr 2021 – Apr 2024 |
3.34%
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 |
|---|---|---|---|---|
| BWBTX (BARON WEALTHBUILDER FUND TA SHARES) |
37.44%
Dec 2018 – Dec 2021 |
17.08%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart