BWBIX
Baron WealthBuilder-Inst
$17.35
-0.07 (-0.40%)
Currency in USD / Last Updated: 4/18/2024
| Category | Aggressive |
|---|---|
| Market Cap | 560.07M |
| 52 Week High | 18.73 |
| 52 Week Low | 14.735 |
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Key Data
| Symbol | BWBIX |
|---|---|
| Type | Mutual Fund |
| Category | Aggressive |
| Price | 17.35 |
| Price Yesterday | 17.42 |
| Market Cap | 560.07 |
| YTD Return | -2.86% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0111 |
Overview
| 52 Week High | 18.73 |
|---|---|
| 52 Week Low | 14.74 |
| Market Cap | 560.07M |
| Shares Outstanding | 32.28M |
| 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 | -63.78% |
|---|---|
| Five Days | -92.42% |
| One Months | -46.74% |
| Three Months | -2.05% |
| Six Months | 20.40% |
| Nine Months | -2.53% |
| One Year | 11.02% |
| Three Years | -3.53% |
| Five Years | 12.04% |
| Ten Years | -999 |
| YTD | -9.28% |
| Since Inception | 11.67% |
Returns Total
| One Day | -0.40% |
|---|---|
| Five Days | -4.98% |
| One Month | -5.35% |
| Three Months | -0.52% |
| Six Months | 9.64% |
| Nine Months | -1.91% |
| One Year | 11.01% |
| Three Years | -10.22% |
| Five Years | 76.30% |
| Ten Years | -999 |
| YTD | -2.86% |
| Since Inception | 100.02% |
Yearly Returns
| 2024 | -2.86% |
|---|---|
| 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 | -15.09% |
|---|---|
| Beta | 1.21 |
| Correlation | 91.13% |
| Downside Deviation | 3.88% |
| Coefficient of determination | 83.04% |
| Standard Deviation | 4.51% |
| Sharpe Ratio | -0.74 |
| Sortino | -2.97 |
| Treynor | 4.67 |
| Ulcer Index | 5.48 |
| Ulcer Performance Index | -2.1 |