BWBIX vs. STDAX
Compare and contrast key facts about Baron WealthBuilder Fund (BWBIX) and SEI Asset Allocation Trust Defensive Strategy Allocation Fund (STDAX).
BWBIX is managed by Baron Capital Group, Inc.. It was launched on Dec 28, 2017. STDAX is managed by SEI. It was launched on Nov 16, 2003.
Performance
BWBIX vs. STDAX - Performance Comparison
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BWBIX vs. STDAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BWBIX Baron WealthBuilder Fund | -7.42% | 10.23% | 19.62% | 25.77% | -32.58% | 14.76% | 62.85% | 36.41% | -12.02% |
STDAX SEI Asset Allocation Trust Defensive Strategy Allocation Fund | 0.45% | 4.46% | 5.35% | 4.45% | -1.58% | 1.56% | -19.54% | 19.83% | -1.84% |
Returns By Period
In the year-to-date period, BWBIX achieves a -7.42% return, which is significantly lower than STDAX's 0.45% return.
BWBIX
- 1D
- 2.71%
- 1M
- -6.25%
- YTD
- -7.42%
- 6M
- -2.93%
- 1Y
- 10.39%
- 3Y*
- 11.62%
- 5Y*
- 2.90%
- 10Y*
- —
STDAX
- 1D
- 0.09%
- 1M
- -0.09%
- YTD
- 0.45%
- 6M
- 1.30%
- 1Y
- 3.90%
- 3Y*
- 4.44%
- 5Y*
- 2.79%
- 10Y*
- 2.53%
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BWBIX vs. STDAX - Expense Ratio Comparison
BWBIX has a 0.05% expense ratio, which is lower than STDAX's 0.35% expense ratio.
Return for Risk
BWBIX vs. STDAX — Risk / Return Rank
BWBIX
STDAX
BWBIX vs. STDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron WealthBuilder Fund (BWBIX) and SEI Asset Allocation Trust Defensive Strategy Allocation Fund (STDAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BWBIX | STDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 4.33 | -3.78 |
Sortino ratioReturn per unit of downside risk | 0.95 | 7.27 | -6.31 |
Omega ratioGain probability vs. loss probability | 1.13 | 2.54 | -1.41 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 6.81 | -5.96 |
Martin ratioReturn relative to average drawdown | 3.22 | 32.75 | -29.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BWBIX | STDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 4.33 | -3.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 1.43 | -1.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.38 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | -0.00 | +0.49 |
Correlation
The correlation between BWBIX and STDAX is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BWBIX vs. STDAX - Dividend Comparison
BWBIX's dividend yield for the trailing twelve months is around 8.22%, more than STDAX's 4.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BWBIX Baron WealthBuilder Fund | 8.22% | 7.61% | 0.77% | 0.06% | 3.21% | 3.75% | 1.24% | 3.51% | 0.14% | 0.00% | 0.00% | 0.00% |
STDAX SEI Asset Allocation Trust Defensive Strategy Allocation Fund | 4.47% | 4.49% | 4.97% | 4.77% | 3.54% | 0.87% | 1.71% | 5.19% | 8.53% | 6.92% | 10.19% | 3.84% |
Drawdowns
BWBIX vs. STDAX - Drawdown Comparison
The maximum BWBIX drawdown since its inception was -39.14%, smaller than the maximum STDAX drawdown of -76.81%. Use the drawdown chart below to compare losses from any high point for BWBIX and STDAX.
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Drawdown Indicators
| BWBIX | STDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.14% | -76.81% | +37.67% |
Max Drawdown (1Y)Largest decline over 1 year | -12.76% | -0.59% | -12.17% |
Max Drawdown (5Y)Largest decline over 5 years | -39.14% | -2.91% | -36.23% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.89% | — |
Current DrawdownCurrent decline from peak | -9.26% | -9.47% | +0.21% |
Average DrawdownAverage peak-to-trough decline | -11.88% | -31.94% | +20.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.41% | 0.12% | +3.29% |
Volatility
BWBIX vs. STDAX - Volatility Comparison
Baron WealthBuilder Fund (BWBIX) has a higher volatility of 5.39% compared to SEI Asset Allocation Trust Defensive Strategy Allocation Fund (STDAX) at 0.40%. This indicates that BWBIX's price experiences larger fluctuations and is considered to be riskier than STDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BWBIX | STDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.39% | 0.40% | +4.99% |
Volatility (6M)Calculated over the trailing 6-month period | 11.38% | 0.64% | +10.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.94% | 0.93% | +19.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.19% | 1.95% | +19.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.31% | 6.69% | +16.62% |