Baron Health Financial Statements From 2010 to 2026
| BHCUX Fund | USD 21.48 0.35 1.66% |
Check Baron Health financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Baron Health'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 Health Valuation or Volatility modules.
Baron |
Baron Health Care Mutual Fund Five Year Return Analysis
Baron Health'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 Health Five Year Return | 3.25 % |
Most of Baron Health'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 Health Care 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 Health Care has a Five Year Return of 3.2465%. This is 82.7% lower than that of the Baron Capital Group family and significantly higher than that of the Health category. The five year return for all United States funds is notably lower than that of the firm.
Baron Health Care Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Baron Health's current stock value. Our valuation model uses many indicators to compare Baron Health value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Health competition to find correlations between indicators driving Baron Health's intrinsic value. More Info.Baron Health Care 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 . 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 Health's earnings, one of the primary drivers of an investment's value.About Baron Health Financial Statements
Baron Health investors use historical fundamental indicators, such as Baron Health'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 Health. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities in the form of common stock of companies engaged in the research, development, production, sale, delivery or distribution of products and services related to the health care industry. Baron Health is traded on NASDAQ Exchange in the United States.
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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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