Baron Capital Group

  • Baron WealthBuilder Fund

Baron WealthBuilder Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2017 0 0 0 0 0 0 0 0 0 0 0 0 49.6
2018 -9.9 2.6 -9.5 -2.1 4.6 1.8 1.2 3.4 0.2 -0.1 -3.7 6.4 -6.4
2019 2.2 5.4 3 -5.1 -2 1.4 7.4 -5.4 4.1 1.8 6 10.1 31.3
2020 5.7 11.7 -0.7 163.5 11.6 9.8 5.9 10.7 15.6 -17.6 -4.9 4 60.4
2021 -4.4 -5.1 6.4 -6 3.8 -2.5 8.5 -3.8 7.1 -9 4.9 2.8 10.5
2022 -7.9 3.6 6 -11.2 -3.7 12.1 -6.6 -5.3 -12 3.2 -3.7 -12.9 -34.7
2023 7 11.4 -6.5 -5.1 -3.1 3.4 8 1 -1.6 0.3 -0.9 11.1 25.7
2024 -4.2 1.5 5.4 -2 0 0 0 0 0 0 0 0 0.5