# Baron WealthBuilder Retail (BWBFX)

> Source: Nexqual · https://nexqual.com/BWBFX · data as of 2026-10-26 12:05 UTC · cite as "Nexqual, Baron WealthBuilder Retail (BWBFX), nexqual.com/BWBFX" · informational, not investment advice.

**Price:** USD 22.4 (-0.49% on the day) · last close of Oct 26, 2026; US market pre market, not a live price. Prev close 22.51 · day 22.4–22.4 · 52w 19.2–23.11 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +11.7% vs S&P 500 +13.4%; 5Y +14.7% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +11.7% | +14.7% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +11.7% | +2.8% |
| Volatility (annualized) | 16.9% | 20.2% |
| Max drawdown | -11.6% (Jan 2026→Mar 2026) | -39.1% (Nov 2021→Oct 2022) |

## Peers
BDFFX (Baron Discovery Fund Retail Sha) USD 35.91 +0.00% · BIOPX (Baron Opportunity Fund Retail S) USD 60.48 +0.00% · BGAFX (Baron Global Advantage Fd Retai) USD 60.2 -0.00% · BREFX (Baron Real Estate Fd Retail Shs) USD 36.52 -0.00% · BHCFX (Baron Health Care Fund Retail S) USD 23.22 +0.00%

## More
Full page: https://nexqual.com/BWBFX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt