Baron Opportunity Financials
| BIOIX Fund | USD 51.24 0.35 0.69% |
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 Opportunity Fund Summary
Baron Opportunity competes with Baron Partners, Baron Global, Baron Focused, Baron Discovery, and Baron Fifth. 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.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| 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 Financial Ratios 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 is second largest 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 10.54 . 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.Baron Opportunity Systematic Risk
Baron Opportunity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Baron Opportunity 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 three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Baron Opportunity correlated with the market. If Beta is less than 0 Baron Opportunity generally moves in the opposite direction as compared to the market. If Baron Opportunity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Baron Opportunity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Baron Opportunity is generally in the same direction as the market. If Beta > 1 Baron Opportunity moves generally in the same direction as, but more than the movement of the benchmark.
Baron Opportunity November 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Baron Opportunity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Baron Opportunity Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Baron Opportunity Fund 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 Opportunity's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.52 | |||
| Information Ratio | 0.0373 | |||
| Maximum Drawdown | 5.76 | |||
| Value At Risk | (2.42) | |||
| Potential Upside | 2.02 |
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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| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |