Baron Wealthbuilder Fund Price History
BWBIX Fund | USD 21.22 0.07 0.33% |
Below is the normalized historical share price chart for Baron Wealthbuilder Fund extending back to December 29, 2017. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Baron Wealthbuilder stands at 21.22, as last reported on the 10th of January, with the highest price reaching 21.22 and the lowest price hitting 21.22 during the day.
If you're considering investing in Baron Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Baron Mutual Fund to be very steady. Baron Wealthbuilder secures Sharpe Ratio (or Efficiency) of 0.081, which signifies that the fund had a 0.081% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Baron Wealthbuilder Fund, which you can use to evaluate the volatility of the entity. Please confirm Baron Wealthbuilder's Risk Adjusted Performance of 0.0829, mean deviation of 0.7622, and Downside Deviation of 1.11 to double-check if the risk estimate we provide is consistent with the expected return of 0.0873%.
Baron Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Baron |
Sharpe Ratio = 0.081
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Estimated Market Risk
1.08 actual daily | 9 91% of assets are more volatile |
Expected Return
0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Baron Wealthbuilder is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Baron Wealthbuilder by adding it to a well-diversified portfolio.
Baron Wealthbuilder Mutual Fund Price History Chart
There are several ways to analyze Baron Wealthbuilder Fund price data. The simplest method is using a basic Baron candlestick price chart, which shows Baron Wealthbuilder price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest Price | December 11, 2024 | 22.21 |
Lowest Price | October 31, 2024 | 19.7 |
Baron Wealthbuilder January 10, 2025 Mutual Fund Price Synopsis
Various analyses of Baron Wealthbuilder's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Baron Mutual Fund. It can be used to describe the percentage change in the price of Baron Wealthbuilder from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Baron Mutual Fund.Baron Wealthbuilder Price Rate Of Daily Change | 1.00 | |
Baron Wealthbuilder Price Action Indicator | (0.04) |
Baron Wealthbuilder January 10, 2025 Mutual Fund Price Analysis
Baron Mutual Fund Price History Data
The price series of Baron Wealthbuilder for the period between Sat, Oct 12, 2024 and Fri, Jan 10, 2025 has a statistical range of 2.51 with a coefficient of variation of 3.61. The prices are distributed with arithmetic mean of 20.9. The median price for the last 90 days is 21.11. The company issued dividends on December 4, 2018.Open | High | Low | Close | Volume | ||
01/10/2025 | 21.22 | 21.22 | 21.22 | 21.22 | ||
01/08/2025 | 21.29 | 21.29 | 21.29 | 21.29 | 1.00 | |
01/07/2025 | 21.22 | 21.22 | 21.22 | 21.22 | 1.00 | |
01/06/2025 | 21.46 | 21.46 | 21.46 | 21.46 | 1.00 | |
01/03/2025 | 21.40 | 21.40 | 21.40 | 21.40 | 1.00 | |
01/02/2025 | 21.03 | 21.03 | 21.03 | 21.03 | 1.00 | |
12/31/2024 | 21.20 | 21.20 | 21.20 | 21.20 | 1.00 | |
12/30/2024 | 21.31 | 21.31 | 21.31 | 21.31 | 1.00 | |
12/27/2024 | 21.51 | 21.51 | 21.51 | 21.51 | 1.00 | |
12/26/2024 | 21.79 | 21.79 | 21.79 | 21.79 | 1.00 | |
12/24/2024 | 21.79 | 21.79 | 21.79 | 21.79 | 1.00 | |
12/23/2024 | 21.50 | 21.50 | 21.50 | 21.50 | 1.00 | |
12/20/2024 | 21.41 | 21.41 | 21.41 | 21.41 | 1.00 | |
12/19/2024 | 21.25 | 21.25 | 21.25 | 21.25 | 1.00 | |
12/18/2024 | 21.30 | 21.30 | 21.30 | 21.30 | 1.00 | |
12/17/2024 | 22.14 | 22.14 | 22.14 | 22.14 | 1.00 | |
12/16/2024 | 22.20 | 22.20 | 22.20 | 22.20 | 1.00 | |
12/13/2024 | 22.07 | 22.07 | 22.07 | 22.07 | 1.00 | |
12/12/2024 | 22.11 | 22.11 | 22.11 | 22.11 | 1.00 | |
12/11/2024 | 22.21 | 22.21 | 22.21 | 22.21 | 1.00 | |
12/10/2024 | 21.53 | 21.53 | 21.53 | 21.53 | 1.00 | |
12/09/2024 | 21.63 | 21.63 | 21.63 | 21.63 | 1.00 | |
12/06/2024 | 21.77 | 21.77 | 21.77 | 21.77 | 1.00 | |
12/05/2024 | 21.67 | 21.67 | 21.67 | 21.67 | 1.00 | |
12/04/2024 | 21.75 | 21.75 | 21.75 | 21.75 | 1.00 | |
12/03/2024 | 21.55 | 21.55 | 21.55 | 21.55 | 1.00 | |
12/02/2024 | 21.59 | 21.59 | 21.59 | 21.59 | 1.00 | |
11/29/2024 | 21.57 | 21.57 | 21.57 | 21.57 | 1.00 | |
11/27/2024 | 21.47 | 21.47 | 21.47 | 21.47 | 1.00 | |
11/26/2024 | 21.51 | 21.51 | 21.51 | 21.51 | 1.00 | |
11/25/2024 | 21.52 | 21.52 | 21.52 | 21.52 | 1.00 | |
11/22/2024 | 21.39 | 21.39 | 21.39 | 21.39 | 1.00 | |
11/21/2024 | 21.14 | 21.14 | 21.14 | 21.14 | 1.00 | |
11/20/2024 | 20.88 | 20.88 | 20.88 | 20.88 | 1.00 | |
11/19/2024 | 20.82 | 20.82 | 20.82 | 20.82 | 1.00 | |
11/18/2024 | 20.71 | 20.71 | 20.71 | 20.71 | 1.00 | |
11/15/2024 | 20.58 | 20.58 | 20.58 | 20.58 | 1.00 | |
11/14/2024 | 20.85 | 20.85 | 20.85 | 20.85 | 1.00 | |
11/13/2024 | 21.14 | 21.14 | 21.14 | 21.14 | 1.00 | |
11/12/2024 | 21.11 | 21.11 | 21.11 | 21.11 | 1.00 | |
11/11/2024 | 21.29 | 21.29 | 21.29 | 21.29 | 1.00 | |
11/08/2024 | 21.05 | 21.05 | 21.05 | 21.05 | 1.00 | |
11/07/2024 | 20.83 | 20.83 | 20.83 | 20.83 | 1.00 | |
11/06/2024 | 20.67 | 20.67 | 20.67 | 20.67 | 1.00 | |
11/05/2024 | 20.03 | 20.03 | 20.03 | 20.03 | 1.00 | |
11/04/2024 | 19.74 | 19.74 | 19.74 | 19.74 | 1.00 | |
11/01/2024 | 19.74 | 19.74 | 19.74 | 19.74 | 1.00 | |
10/31/2024 | 19.70 | 19.70 | 19.70 | 19.70 | 1.00 | |
10/30/2024 | 20.12 | 20.12 | 20.12 | 20.12 | 1.00 | |
10/29/2024 | 20.16 | 20.16 | 20.16 | 20.16 | 1.00 | |
10/28/2024 | 20.18 | 20.18 | 20.18 | 20.18 | 1.00 | |
10/25/2024 | 20.08 | 20.08 | 20.08 | 20.08 | 1.00 | |
10/24/2024 | 20.07 | 20.07 | 20.07 | 20.07 | 1.00 | |
10/23/2024 | 19.82 | 19.82 | 19.82 | 19.82 | 1.00 | |
10/22/2024 | 20.02 | 20.02 | 20.02 | 20.02 | 1.00 | |
10/21/2024 | 20.12 | 20.12 | 20.12 | 20.12 | 1.00 | |
10/18/2024 | 20.27 | 20.27 | 20.27 | 20.27 | 1.00 | |
10/17/2024 | 20.19 | 20.19 | 20.19 | 20.19 | 1.00 | |
10/16/2024 | 20.16 | 20.16 | 20.16 | 20.16 | 1.00 | |
10/15/2024 | 20.10 | 20.10 | 20.10 | 20.10 | 1.00 | |
10/14/2024 | 20.19 | 20.19 | 20.19 | 20.19 | 1.00 |
About Baron Wealthbuilder Mutual Fund history
Baron Wealthbuilder investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Baron is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Baron Wealthbuilder will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Baron Wealthbuilder stock prices may prove useful in developing a viable investing in Baron Wealthbuilder
The fund invests, at any given time, in the securities of a select number of Baron mutual funds , representing specific investment strategies. It normally invests in a variety of domestic and international equity funds. The Adviser seeks to invest in businesses that the Adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.
Baron Wealthbuilder Mutual Fund Technical Analysis
Baron Wealthbuilder technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
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Baron Wealthbuilder Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Baron Wealthbuilder's price direction in advance. Along with the technical and fundamental analysis of Baron Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Baron to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
Risk Adjusted Performance | 0.0829 | |||
Jensen Alpha | 0.0966 | |||
Total Risk Alpha | 0.0741 | |||
Sortino Ratio | 0.0724 | |||
Treynor Ratio | 1.74 |
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Volume Indicators |
Other Information on Investing in Baron Mutual Fund
Baron Wealthbuilder financial ratios help investors to determine whether Baron Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baron with respect to the benefits of owning Baron Wealthbuilder security.
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