Baron Health Competition

BHCHX Fund

USD 20.89 0.03 0.14%

Baron Health Care competes with Dodge Cox, Asg Global, Dws Global, The Hartford, and Morningstar Global; as well as few others. The fund is listed under Health category and is part of Baron Capital Group, Inc. family. The entity is thematically classified as Healthcare Funds. Analyzing Baron Health competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Baron Health to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Baron Health Correlation with its peers.

Baron Health vs Us Global Correlation

Modest diversification

The correlation between Baron Health Care and USLUX is 0.27 (i.e., Modest diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Baron Health Care and USLUX in the same portfolio, assuming nothing else is changed.

Moving against Baron Mutual Fund

0.53	BFIIX	Baron Fintech	Pair Corr
0.45	BTEEX	Baron Select Funds	Pair Corr
0.45	BTECX	Baron Select Funds	Pair Corr
0.45	BTEUX	Baron Select Funds	Pair Corr
0.39	BFTIX	Baron Fifth Avenue	Pair Corr

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Hype

Prediction

Low	Estimated	High
20.05	20.92	21.79

Details

Intrinsic

Valuation

Low	Real	High
20.10	20.97	21.84

Details

Naive

Forecast

Low	Next	High
19.82	20.69	21.56

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
20.89	21.27	21.65

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Baron Health. Your research has to be compared to or analyzed against Baron Health's peers to derive any actionable benefits. When done correctly, Baron Health's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Baron Health Care.

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.

	DODWX	GAFAX	DBIWX	HRLAX	MSTGX	GMADX	SMYIX	USLUX
DODWX		0.89	0.9	0.88	0.91	0.93	0.97	0.97	DODWX
GAFAX	0.89		0.98	0.97	0.97	0.94	0.85	0.79	GAFAX
DBIWX	0.9	0.98		0.96	0.96	0.95	0.87	0.82	DBIWX
HRLAX	0.88	0.97	0.96		0.98	0.94	0.84	0.79	HRLAX
MSTGX	0.91	0.97	0.96	0.98		0.98	0.88	0.84	MSTGX
GMADX	0.93	0.94	0.95	0.94	0.98		0.92	0.89	GMADX
SMYIX	0.97	0.85	0.87	0.84	0.88	0.92		0.98	SMYIX
USLUX	0.97	0.79	0.82	0.79	0.84	0.89	0.98		USLUX
	DODWX	GAFAX	DBIWX	HRLAX	MSTGX	GMADX	SMYIX	USLUX

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
DODWX	0.66	0.16	0.21	0.25	0.36	(0.80)	1.28	(0.91)	9.17
GAFAX	0.35	0.06	0.04	0.88	0.31	(0.38)	0.79	(0.61)	2.02
DBIWX	0.31	0.07	0.06	0.72	0.14	(0.38)	0.72	(0.61)	1.44
HRLAX	0.32	0.11	0.17	0.75	0.00	(0.41)	0.74	(0.53)	1.47
MSTGX	0.25	0.06	0.07	0.24	0.07	(0.30)	0.51	(0.50)	1.40
GMADX	0.56	0.12	0.16	0.20	0.47	(0.64)	1.35	(1.10)	3.10
SMYIX	0.61	0.15	0.16	0.31	0.51	(0.69)	1.19	(1.16)	7.76
USLUX	0.96	0.15	0.15	0.19	0.82	(1.14)	1.84	(1.65)	11.54

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

	BHCHX	DODWX	GAFAX	DBIWX	HRLAX	MSTGX	GMADX	SMYIX	USLUX
	0.14 20.89 Baron	0.24 16.39 Dodge	0.43 11.68 Asg	1.77 11.67 Dws	0.39 10.23 The	0.38 10.37 Morningstar	0.52 37.08 Gmo	1.07 28.71 SMYIX	2.27 21.52 USLUX
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Mild	Solid	Solid	Solid	Strong	Strong	Solid	Good	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Under Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Buy	Hold	Strong Hold	Cautious Hold	Hold	Strong Buy	Strong Buy	Hold
Net Asset	144.04 M	12.55 B	275.64 M	166.71 M	63.13 M	212.65 M	722.52 M	550.85 M	46.88 M
Minimum Initial Investment	N/A	2.5 K	2.5 K	N/A	N/A	N/A	N/A	N/A	5 K
Price To Book	N/A	1.56	N/A	N/A	1.21	N/A	N/A	1.77	N/A
Five Year Return	1.28	13.51	4.84	5.34	10.07	5.56	N/A	15.71	N/A
One Year Return	4.33	23.34	8.77	15.69	24.89	14.72	N/A	23.24	N/A
Last Dividend Paid	N/A	N/A	0.19	0.03	0.1	0.04	1.05	N/A	0.02
Price To Earning	N/A	16.11	N/A	N/A	20.12	N/A	N/A	13.08	N/A
Price To Sales	N/A	1.34	N/A	N/A	0.96	N/A	N/A	0.91	N/A
Cash Position Weight	11.93	1.57	42.69	19.34	15.45	3.4	0.76	0.66	N/A
Equity Positions Weight	88.06	98.44	34.55	47.36	53.73	54.07	95.57	99.34	97.06
Three Year Return	5.94	14.51	7.04	8.81	8.6	9.76	N/A	22.47	N/A
Annual Yield	N/A	0.018	N/A	0.0212	0.0359	0.0431	0.0469	0.0072	1.0E-4
Year To Date Return	0.61	3.92	4.29	2.73	5.81	3.1	N/A	3.42	N/A
Bond Positions Weight	N/A	N/A	15.93	5.86	6.2	36.46	2.01	N/A	2.92
Ten Year Return	N/A	7.6	2.67	6.88	-1.57	N/A	N/A	9.63	N/A
Day Typical Price	20.89	16.39	11.68	11.67	10.23	10.37	37.08	28.71	21.52
Daily Balance Of Power	0	0	0	0	0	0	9.2 T	0	0
Period Momentum Indicator	(0.03)	(0.04)	(0.05)	(0.21)	(0.04)	(0.04)	0.19	(0.31)	(0.50)
Rate Of Daily Change	1.0	1.0	1.0	0.98	1.0	1.0	1.01	0.99	0.98
Day Median Price	20.89	16.39	11.68	11.67	10.23	10.37	37.08	28.71	21.52
Price Action Indicator	(0.01)	(0.02)	(0.03)	(0.11)	(0.02)	(0.02)	0.095	(0.15)	(0.25)
Relative Strength Index	48.38	67.38	64.87	59.3	77.65	70.0	69.87	60.7	54.57
Coefficient Of Variation	1122.53	557.8	565.29	452.6	311.0	360.27	407.07	517.7	715.61
Mean Deviation	0.6862	0.6552	0.3526	0.3065	0.3196	0.2548	0.5621	0.6078	0.9641
Jensen Alpha	0.046	0.156	0.0642	0.0683	0.1079	0.061	0.1225	0.1532	0.1513
Total Risk Alpha	0.0058	0.115	0.0369	0.0469	0.0882	0.0551	0.1138	0.1129	0.0968
Sortino Ratio	0.0198	0.2131	0.037	0.0591	0.1695	0.0714	0.1626	0.1639	0.1486
Downside Variance	0.577	0.4633	0.2081	0.1421	0.1449	0.1336	0.4779	0.6541	1.09
Standard Deviation	0.8568	1.15	0.4418	0.3783	0.3913	0.3148	0.7072	1.0	1.55
Kurtosis	0.0865	27.31	(0.40)	(0.55)	(0.77)	(0.43)	(0.16)	16.37	19.48
Potential Upside	1.66	1.28	0.7923	0.7168	0.74	0.5056	1.35	1.19	1.84
Treynor Ratio	0.1672	0.2495	0.8818	0.7186	0.7462	0.2427	0.2036	0.3073	0.1931
Maximum Drawdown	4.22	9.17	2.02	1.44	1.47	1.4	3.1	7.76	11.54
Variance	0.7341	1.32	0.1952	0.1431	0.1531	0.0991	0.5001	1.01	2.39
Market Risk Adjusted Performance	0.1772	0.2595	0.8918	0.7286	0.7562	0.2527	0.2136	0.3173	0.2031
Risk Adjusted Performance	0.0662	0.1338	0.122	0.1512	0.2249	0.1885	0.1781	0.143	0.1068
Skewness	0.151	4.23	(0.01)	(0.07)	(0.10)	(0.41)	(0.10)	2.71	3.28
Semi Deviation	0.6487	0.3566	0.3102	0.1384	0.0	0.0729	0.4658	0.5118	0.824
Information Ratio	0.0175	0.126	0.0382	0.0589	0.1649	0.0828	0.159	0.1321	0.1001
Value At Risk	(1.18)	(0.91)	(0.61)	(0.61)	(0.53)	(0.50)	(1.10)	(1.16)	(1.65)
Expected Short fall	(0.80)	(0.80)	(0.38)	(0.38)	(0.41)	(0.30)	(0.64)	(0.69)	(1.14)
Downside Deviation	0.7596	0.6807	0.4562	0.377	0.3806	0.3655	0.6913	0.8088	1.04
Semi Variance	0.4208	0.1272	0.0962	0.0191	(0.05)	0.0053	0.217	0.2619	0.679

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.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Baron Health position

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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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Baron Health Competition

Baron Health vs Us Global Correlation

Modest diversification

Moving against Baron Mutual Fund

Specify up to 10 symbols:

Baron Health Competition Correlation Matrix

Risk-Adjusted Indicators

Baron Health Competitive Analysis

Baron Health Competition Performance Charts

Five steps to successful analysis of Baron Health Competition

Complement your Baron Health position

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Run Synthetics Thematic Idea Now

Synthetics

Other Information on Investing in Baron Mutual Fund

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