Baron Opportunity Financial Statements From 2010 to 2024

BIOPX Fund  USD 48.48  0.24  0.50%   
Baron Opportunity financial statements provide useful quarterly and yearly information to potential Baron Opportunity 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 Opportunity financial statements helps investors assess Baron Opportunity's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Baron Opportunity's valuation are summarized below:
Baron Opportunity Fund does not presently have any fundamental signals for analysis.
Check Baron Opportunity financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Baron Opportunity'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 Opportunity Valuation or Volatility modules.
  
This module can also supplement various Baron Opportunity Technical models . Check out the analysis of Baron Opportunity Correlation against competitors.

Baron Opportunity Fund Mutual Fund Year To Date Return Analysis

Baron Opportunity'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 Opportunity Year To Date Return

    
  37.05 %  
Most of Baron Opportunity'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 Opportunity 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 Opportunity Fund has a Year To Date Return of 37.0465%. This is much higher than that of the Baron Capital Group, Inc. family and significantly higher than that of the Large Growth category. The year to date return for all United States funds is notably lower than that of the firm.

Baron Opportunity Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Baron Opportunity's current stock value. Our valuation model uses many indicators to compare Baron Opportunity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Opportunity competition to find correlations between indicators driving Baron Opportunity's intrinsic value. More Info.
Baron Opportunity 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  0.09  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Baron Opportunity Fund is roughly  11.50 . 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 Opportunity's earnings, one of the primary drivers of an investment's value.

About Baron Opportunity Financial Statements

Baron Opportunity investors use historical fundamental indicators, such as Baron Opportunity'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 Opportunity. 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. high growth businesses of any market capitalization selected for their capital appreciation potential. The Adviser may invest in companies in any sector or industry that the adviser believes will benefit from innovations and advances in technology.

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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 Opportunity 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 Opportunity security.
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