Baron WealthBuilder Fund Retail Shares - Seasonality

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Baron WealthBuilder Fund Retail Shares - Seasonality

Seasonality Charts

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Correlation

2020

74.20%

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Probability %	67%	67%	56%	56%	67%	89%	89%	67%	88%	63%	88%	63%
Average return %	+2.21%	-0.45%	-2.88%	+0.34%	+2.70%	+3.26%	+3.23%	+2.31%	-3.34%	-0.60%	+5.64%	-0.78%
2026	-1.41%	-0.05%	-6.10%	+4.82%	+3.48%	+5.29%	-4.93%	+7.06%	-3.23%	--	--	--
2025	+4.03%	-5.58%	-6.25%	-7.19%	+15.60%	+2.82%	+0.90%	+1.08%	-0.14%	-0.65%	+0.70%	-1.30%
2024	-2.05%	+5.45%	+1.49%	-6.78%	+1.98%	+2.34%	+3.84%	+2.20%	+3.78%	-1.92%	+9.44%	-1.74%
2023	+11.04%	-0.90%	+0.26%	-1.61%	+0.98%	+7.99%	+3.43%	-3.08%	-5.16%	-6.46%	+11.37%	+6.93%
2022	-12.94%	-3.68%	+3.21%	-12.06%	-4.14%	-7.82%	+12.07%	-3.75%	-11.19%	+5.90%	+3.60%	-7.87%
2021	+0.66%	+3.35%	-2.75%	+6.16%	-2.52%	+4.34%	+0.84%	+3.25%	-3.46%	+7.72%	-4.54%	-2.44%
2020	+4.01%	-4.95%	-17.54%	+15.45%	+10.77%	+5.80%	+9.79%	+11.61%	-3.33%	-2.94%	+16.70%	+8.12%
2019	+10.08%	+6.04%	+1.84%	+4.06%	-5.29%	+7.32%	+1.36%	-2.10%	-5.15%	+2.99%	+5.28%	+2.17%
2018	+6.50%	-3.76%	-0.10%	+0.20%	+3.41%	+1.23%	+1.77%	+4.48%	-2.10%	-9.48%	+2.57%	-10.12%

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