Baron Health Competition
| BHCFX Fund | USD 20.32 0.17 0.84% |
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Baron |
Baron Health Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Baron Health and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Baron and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Baron Health Care does not affect the price movement of the other competitor.
| 0.96 | 0.82 | 0.96 | 0.93 | BDFFX | ||
| 0.96 | 0.82 | 0.95 | 0.93 | BGAFX | ||
| 0.82 | 0.82 | 0.83 | 0.87 | BREFX | ||
| 0.96 | 0.95 | 0.83 | 0.96 | BFGFX | ||
| 0.93 | 0.93 | 0.87 | 0.96 | BWBFX | ||
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Risk-Adjusted Indicators
There is a big difference between Baron Mutual Fund performing well and Baron Health Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Baron Health's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| BDFFX | 0.86 | 0.07 | 0.09 | 0.18 | 0.93 | 1.83 | 6.23 | |||
| BGAFX | 0.83 | 0.09 | 0.05 | 0.22 | 1.07 | 2.12 | 4.57 | |||
| BREFX | 0.79 | 0.07 | 0.03 | 0.22 | 0.71 | 1.65 | 4.13 | |||
| BFGFX | 0.68 | 0.12 | 0.15 | 0.25 | 0.51 | 1.88 | 4.96 | |||
| BWBFX | 0.67 | 0.16 | 0.04 | 4.12 | 0.74 | 1.28 | 4.59 |
Baron Health Competitive Analysis
The better you understand Baron Health competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Baron Health's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Baron Health's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Baron Health Competition Performance Charts
Five steps to successful analysis of Baron Health Competition
Baron Health's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Baron Health Care in relation to its competition. Baron Health's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Baron Health in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Baron Health's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Baron Health Care, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Complement your Baron Health position
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World Allocation Funds
Funds or Etfs investing in stocks, bonds, and cash of domestic markets as well as in markets of Canada, Japan, and Europe. The World Allocation Funds theme has 47 constituents at this time.
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Other Information on Investing in Baron Mutual Fund
Baron Health 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 Health security.
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