Baron Real Financial Statements From 2010 to 2024

BRIUX Fund  USD 17.74  0.04  0.22%   
Baron Real financial statements provide useful quarterly and yearly information to potential Baron Real Estate 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 Real financial statements helps investors assess Baron Real's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Baron Real's valuation are summarized below:
Baron Real Estate does not presently have any fundamental signals for analysis.
Check Baron Real financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Baron Real'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 Real Valuation or Volatility modules.
  
This module can also supplement various Baron Real Technical models . Check out the analysis of Baron Real Correlation against competitors.

Baron Real Estate Mutual Fund Three Year Return Analysis

Baron Real's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Three Year Return | All Equity Analysis

Current Baron Real Three Year Return

    
  3.47 %  
Most of Baron Real's fundamental indicators, such as Three 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 Real Estate is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Competition

Based on the latest financial disclosure, Baron Real Estate has a Three Year Return of 3.4695%. This is 77.5% lower than that of the Baron Capital Group family and significantly higher than that of the Real Estate category. The three year return for all United States funds is notably lower than that of the firm.

Baron Real Estate Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Baron Real's current stock value. Our valuation model uses many indicators to compare Baron Real value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Real competition to find correlations between indicators driving Baron Real's intrinsic value. More Info.
Baron Real Estate is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about  1,726  of Year To Date Return per Annual Yield. 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 Real's earnings, one of the primary drivers of an investment's value.

About Baron Real Financial Statements

Baron Real investors use historical fundamental indicators, such as Baron Real'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 Real. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in real estate income-producing securities and other real estate securities of any market capitalization, including common stocks and equity securities, debt and preferred securities, non-U.S. real estate income-producing securities, and any other real estate-related yield securities. It is likely to maintain a significant portion of its assets in real estate investment trusts . The fund is non-diversified.

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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 Real 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 Real security.
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