Baron Discovery Financial Statements From 2010 to 2024

BDFFX Fund  USD 33.84  0.03  0.09%   
Baron Discovery financial statements provide useful quarterly and yearly information to potential Baron Discovery Fund investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Baron Discovery financial statements helps investors assess Baron Discovery's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Baron Discovery's valuation are summarized below:
Baron Discovery Fund does not presently have any fundamental signals for analysis.
Check Baron Discovery financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Baron Discovery'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 Discovery Valuation or Volatility modules.
  
This module can also supplement various Baron Discovery Technical models . Check out the analysis of Baron Discovery Correlation against competitors.

Baron Discovery Fund Mutual Fund Year To Date Return Analysis

Baron Discovery's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Year To Date Return | All Equity Analysis

Current Baron Discovery Year To Date Return

    
  22.21 %  
Most of Baron Discovery's fundamental indicators, such as Year To Date 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 Discovery Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Competition

In accordance with the company's disclosures, Baron Discovery Fund has a Year To Date Return of 22.2141%. This is much higher than that of the Baron Capital Group, Inc. family and significantly higher than that of the Small Growth category. The year to date return for all United States funds is notably lower than that of the firm.

Baron Discovery Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Baron Discovery's current stock value. Our valuation model uses many indicators to compare Baron Discovery value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Discovery competition to find correlations between indicators driving Baron Discovery's intrinsic value. More Info.
Baron Discovery Fund is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about  0.07  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Baron Discovery Fund is roughly  13.48 . 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 Discovery's earnings, one of the primary drivers of an investment's value.

About Baron Discovery Financial Statements

Baron Discovery investors use historical fundamental indicators, such as Baron Discovery'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 Discovery. Please read more on our technical analysis and fundamental analysis pages.
The fund is a diversified fund that invests for the long term primarily in equity securities in the form of common stock of U.S. small-sized growth companies. The Adviser seeks to invest in businesses the adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.

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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 Discovery 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 Discovery security.
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