Baron Health Financials
| BHCFX Fund | USD 20.32 0.17 0.84% |
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 Health Fund Summary
Baron Health competes with Baron Discovery, Baron Global, Baron Real, Baron Focused, and Baron Wealthbuilder. 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. The Adviser uses various criteria to determine whether an issuer is engaged in activities related to the health care industry. It is non-diversified.Specialization | Health, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Baron Select Funds |
| Mutual Fund Family | Baron Capital Group, Inc. |
| Mutual Fund Category | Health |
| Benchmark | Dow Jones Industrial |
| Phone | 800 992 2766 |
| Currency | USD - US Dollar |
Baron Financial Ratios 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 annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 3,481 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 Health's earnings, one of the primary drivers of an investment's value.Baron Health Care Systematic Risk
Baron Health's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Baron Health 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 four with a total number of output elements of fifty-seven. The Beta measures systematic risk based on how returns on Baron Health Care correlated with the market. If Beta is less than 0 Baron Health generally moves in the opposite direction as compared to the market. If Baron Health Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Baron Health Care is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Baron Health is generally in the same direction as the market. If Beta > 1 Baron Health moves generally in the same direction as, but more than the movement of the benchmark.
Baron Health November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Baron Health help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Baron Health Care. We use our internally-developed statistical techniques to arrive at the intrinsic value of Baron Health Care 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 Health's daily price indicators and compare them against related drivers.
| Information Ratio | (0.21) | |||
| Maximum Drawdown | 4.26 | |||
| Value At Risk | (1.38) | |||
| Potential Upside | 1.29 |
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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