Baron Wealthbuilder Fund Market Value
| BWBFX Fund | USD 21.47 0.10 0.46% |
| Symbol | Baron |
Baron Wealthbuilder 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Baron Wealthbuilder's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Baron Wealthbuilder.
| 10/28/2025 |
| 01/26/2026 |
If you would invest 0.00 in Baron Wealthbuilder on October 28, 2025 and sell it all today you would earn a total of 0.00 from holding Baron Wealthbuilder Fund or generate 0.0% return on investment in Baron Wealthbuilder over 90 days. Baron Wealthbuilder is related to or competes with Small Pany, Invesco Trust, Boston Trust, Allianzgi Nfj, Allianzgi Nfj, Touchstone Mid, and Integrity Dividend. The fund invests, at any given time, in the securities of a select number of Baron mutual funds , representing specific ... More
Baron Wealthbuilder Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Baron Wealthbuilder's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Baron Wealthbuilder Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8766 | |||
| Information Ratio | 0.0842 | |||
| Maximum Drawdown | 9.31 | |||
| Value At Risk | (1.53) | |||
| Potential Upside | 1.54 |
Baron Wealthbuilder Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baron Wealthbuilder's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Baron Wealthbuilder's standard deviation. In reality, there are many statistical measures that can use Baron Wealthbuilder historical prices to predict the future Baron Wealthbuilder's volatility.| Risk Adjusted Performance | 0.1088 | |||
| Jensen Alpha | 0.1195 | |||
| Total Risk Alpha | 0.056 | |||
| Sortino Ratio | 0.1292 | |||
| Treynor Ratio | 0.1997 |
Baron Wealthbuilder January 26, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1088 | |||
| Market Risk Adjusted Performance | 0.2097 | |||
| Mean Deviation | 0.8174 | |||
| Semi Deviation | 0.6667 | |||
| Downside Deviation | 0.8766 | |||
| Coefficient Of Variation | 702.16 | |||
| Standard Deviation | 1.35 | |||
| Variance | 1.81 | |||
| Information Ratio | 0.0842 | |||
| Jensen Alpha | 0.1195 | |||
| Total Risk Alpha | 0.056 | |||
| Sortino Ratio | 0.1292 | |||
| Treynor Ratio | 0.1997 | |||
| Maximum Drawdown | 9.31 | |||
| Value At Risk | (1.53) | |||
| Potential Upside | 1.54 | |||
| Downside Variance | 0.7685 | |||
| Semi Variance | 0.4446 | |||
| Expected Short fall | (1.03) | |||
| Skewness | 2.78 | |||
| Kurtosis | 12.82 |
Baron Wealthbuilder Backtested Returns
At this stage we consider Baron Mutual Fund to be very steady. Baron Wealthbuilder secures Sharpe Ratio (or Efficiency) of 0.13, which signifies that the fund had a 0.13 % 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 Downside Deviation of 0.8766, mean deviation of 0.8174, and Risk Adjusted Performance of 0.1088 to double-check if the risk estimate we provide is consistent with the expected return of 0.18%. The fund shows a Beta (market volatility) of 0.91, which signifies possible diversification benefits within a given portfolio. Baron Wealthbuilder returns are very sensitive to returns on the market. As the market goes up or down, Baron Wealthbuilder is expected to follow.
Auto-correlation | -0.21 |
Weak reverse predictability
Baron Wealthbuilder Fund has weak reverse predictability. Overlapping area represents the amount of predictability between Baron Wealthbuilder time series from 28th of October 2025 to 12th of December 2025 and 12th of December 2025 to 26th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Baron Wealthbuilder price movement. The serial correlation of -0.21 indicates that over 21.0% of current Baron Wealthbuilder price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.21 | |
| Spearman Rank Test | 0.02 | |
| Residual Average | 0.0 | |
| Price Variance | 0.3 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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