Baron Durable Financial Statements From 2010 to 2024
| BDAFX Fund | USD 28.40 0.19 0.67% |
Check Baron Durable financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Baron Durable's main balance sheet or income statement drivers, such as , as well as many indicators such as . Baron financial statements analysis is a perfect complement when working with Baron Durable Valuation or Volatility modules.
Baron |
Baron Durable Advantage Mutual Fund Five Year Return Analysis
Baron Durable's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Baron Durable Five Year Return | 17.94 % |
Most of Baron Durable's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Baron Durable Advantage is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, Baron Durable Advantage has a Five Year Return of 17.9404%. This is much higher than that of the Baron Capital Group, Inc. family and significantly higher than that of the Large Growth category. The five year return for all United States funds is notably lower than that of the firm.
Baron Durable Advantage Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Baron Durable's current stock value. Our valuation model uses many indicators to compare Baron Durable value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Durable competition to find correlations between indicators driving Baron Durable's intrinsic value. More Info.Baron Durable Advantage is the top fund in year to date return among similar funds. It also is the top fund in one year return among similar funds reporting about 1.19 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Baron Durable's earnings, one of the primary drivers of an investment's value.About Baron Durable Financial Statements
Baron Durable investors use historical fundamental indicators, such as Baron Durable's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Baron Durable. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in equity securities in the form of common stock of U.S. large-sized companies. The Adviser seeks to invest primarily in what the adviser believes are unique, well-managed, competitively advantaged businesses that generate significant excess free cash flow that is consistently returned to shareholders in the form of stock buybacks andor dividends.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Baron Mutual Fund
Baron Durable 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 Durable security.
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