BWBIX
Baron WealthBuilder-Inst
$18.52
-0.02 (-0.11%)
Currency in USD / Last Updated: 7/9/2024
| Category | Aggressive |
|---|---|
| Market Cap | 545.021M |
| 52 Week High | 18.73 |
| 52 Week Low | 14.735 |
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Key Data
| Symbol | BWBIX |
|---|---|
| Type | Mutual Fund |
| Category | Aggressive |
| Price | 18.52 |
| Price Yesterday | 18.54 |
| Market Cap | 545.02 |
| YTD Return | 3.70% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0119 |
Overview
| 52 Week High | 18.73 |
|---|---|
| 52 Week Low | 14.74 |
| Market Cap | 545.02M |
| Shares Outstanding | 29.43M |
| Income Dividend Yield | 0.06% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.06% |
Returns Annualized
| One Day | -23.84% |
|---|---|
| Five Days | 140.93% |
| One Months | 58.04% |
| Three Months | 0.22% |
| Six Months | 12.35% |
| Nine Months | 20.54% |
| One Year | 10.92% |
| Three Years | -2.29% |
| Five Years | 12.35% |
| Ten Years | -999 |
| YTD | 7.30% |
| Since Inception | 12.38% |
Returns Total
| One Day | -0.11% |
|---|---|
| Five Days | 1.76% |
| One Month | 3.70% |
| Three Months | 0.05% |
| Six Months | 5.89% |
| Nine Months | 14.85% |
| One Year | 10.90% |
| Three Years | -6.69% |
| Five Years | 78.73% |
| Ten Years | -999 |
| YTD | 3.70% |
| Since Inception | 113.51% |
Yearly Returns
| 2024 | 3.70% |
|---|---|
| 2023 | 25.77% |
| 2022 | -32.59% |
| 2021 | 16.70% |
| 2020 | 62.84% |
| 2019 | 36.50% |
| 2018 | -6.38% |
| 2017 | 0.00% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -21.58% |
|---|---|
| Beta | 1.16 |
| Correlation | 86.04% |
| Downside Deviation | 3.97% |
| Coefficient of determination | 74.02% |
| Standard Deviation | 4.34% |
| Sharpe Ratio | -1.18 |
| Sortino | -4.48 |
| Treynor | 4.77 |
| Ulcer Index | 5.78 |
| Ulcer Performance Index | -3.08 |