Baron Fifth Financials
| BFTIX Fund | USD 60.71 0.41 0.68% |
Baron |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Baron Fifth Fund Summary
Baron Fifth competes with Baron Partners, Baron Discovery, Baron Opportunity, Baron Global, and Baron Focused. The fund invests primarily in equity securities in the form of common stock of U.S. large-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.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US0682788783 |
| Business Address | Baron Investment Funds |
| Mutual Fund Family | Baron Capital Group, Inc. |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 992 2766 |
| Currency | USD - US Dollar |
Baron Fifth Key Financial Ratios
Baron Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Baron Fifth's current stock value. Our valuation model uses many indicators to compare Baron Fifth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Fifth competition to find correlations between indicators driving Baron Fifth's intrinsic value. More Info.Baron Fifth Avenue 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 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Baron Fifth Avenue is roughly 7.74 . 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 Fifth's earnings, one of the primary drivers of an investment's value.Baron Fifth Avenue Systematic Risk
Baron Fifth's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Baron Fifth volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Baron Fifth Avenue correlated with the market. If Beta is less than 0 Baron Fifth generally moves in the opposite direction as compared to the market. If Baron Fifth Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Baron Fifth Avenue is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Baron Fifth is generally in the same direction as the market. If Beta > 1 Baron Fifth moves generally in the same direction as, but more than the movement of the benchmark.
Baron Fifth November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Baron Fifth help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Baron Fifth Avenue. We use our internally-developed statistical techniques to arrive at the intrinsic value of Baron Fifth Avenue based on widely used predictive technical indicators. In general, we focus on analyzing Baron Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Baron Fifth's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.41 | |||
| Information Ratio | 0.0983 | |||
| Maximum Drawdown | 5.34 | |||
| Value At Risk | (2.39) | |||
| Potential Upside | 1.99 |
Other Information on Investing in Baron Mutual Fund
Baron Fifth 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 Fifth security.
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