Baron Wealthbuilder Fund Price on May 16, 2024
| BWBTX Fund | USD 21.51 0.01 0.05% |
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 21.51, as last reported on the 27th of November, with the highest price reaching 21.51 and the lowest price hitting 21.51 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 0.2, which signifies that the fund had a 0.2% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Baron Wealthbuilder Fund, which you can use to evaluate the volatility of the entity. Please confirm Baron Wealthbuilder's Mean Deviation of 0.6775, risk adjusted performance of 0.1463, and Downside Deviation of 1.01 to double-check if the risk estimate we provide is consistent with the expected return of 0.19%.
Baron Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Baron |
Sharpe Ratio = 0.2024
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | BWBTX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.92 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Baron Wealthbuilder is performing at about 15% 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 Valuation on May 16, 2024
It is possible to determine the worth of Baron Wealthbuilder on a given historical date. On May 16, 2024 Baron was worth 18.29 at the beginning of the trading date compared to the closed value of 18.29. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Baron Wealthbuilder mutual fund. Still, in general, we apply an absolute valuation method to find Baron Wealthbuilder's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Baron Wealthbuilder where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Baron Wealthbuilder's related companies.
| Open | High | Low | Close | Volume | |
| 18.34 | 18.34 | 18.34 | 18.34 | 1.00 | |
05/16/2024 | 18.29 | 18.29 | 18.29 | 18.29 | 1.00 |
| 18.35 | 18.35 | 18.35 | 18.35 | 1.00 |
| Backtest Baron Wealthbuilder | | | Baron Wealthbuilder History | | | Baron Wealthbuilder Valuation | Previous | Next |
Baron Wealthbuilder Trading Date Momentum on May 16, 2024
| On May 17 2024 Baron Wealthbuilder Fund was traded for 18.35 at the closing time. The highest daily price throughout the period was 18.35 and the lowest price was 18.35 . There was no trading activity during the period 1.0. Lack of trading volume on 05/17/2024 added to the next day price jump. The overall trading delta to closing price of the next trading day was 0.33% . The overall trading delta to current closing price is 1.42% . |
Baron Wealthbuilder Fundamentals Correlations and Trends
By evaluating Baron Wealthbuilder's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Baron Wealthbuilder's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Baron financial account trend analysis is a perfect complement when working with valuation or volatility modules.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.
Price Boundaries
Baron Wealthbuilder Period Price Range
Low | November 27, 2024
| High |
0.00 | 0.00 |
Baron Wealthbuilder Fund cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Baron Wealthbuilder November 27, 2024 Market Strength
Market strength indicators help investors to evaluate how Baron Wealthbuilder mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Baron Wealthbuilder shares will generate the highest return on investment. By undertsting and applying Baron Wealthbuilder mutual fund market strength indicators, traders can identify Baron Wealthbuilder Fund entry and exit signals to maximize returns
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 | 0.1463 | |||
| Jensen Alpha | 0.0415 | |||
| Total Risk Alpha | 0.021 | |||
| Sortino Ratio | 0.0432 | |||
| Treynor Ratio | 0.1593 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| 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.
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |