Baron Small Cap Fund Price on November 22, 2024
| BSFIX Fund | USD 40.07 0.19 0.47% |
Below is the normalized historical share price chart for Baron Small Cap extending back to May 29, 2009. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Baron Small stands at 40.07, as last reported on the 28th of November, with the highest price reaching 40.07 and the lowest price hitting 40.07 during the day.
If you're considering investing in Baron Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Baron Mutual Fund to be very steady. Baron Small Cap secures Sharpe Ratio (or Efficiency) of 0.14, which signifies that the fund had a 0.14% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Baron Small Cap, which you can use to evaluate the volatility of the entity. Please confirm Baron Small's Mean Deviation of 0.8306, risk adjusted performance of 0.1218, and Downside Deviation of 1.07 to double-check if the risk estimate we provide is consistent with the expected return of 0.16%.
Baron Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Baron |
Sharpe Ratio = 0.1391
| Best Portfolio | Best Equity | |||
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| Small Returns | BSFIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.16 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Baron Small is performing at about 10% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Baron Small by adding it to a well-diversified portfolio.
Baron Small Valuation on November 22, 2024
It is possible to determine the worth of Baron Small on a given historical date. On November 22, 2024 Baron was worth 40.06 at the beginning of the trading date compared to the closed value of 40.06. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Baron Small mutual fund. Still, in general, we apply an absolute valuation method to find Baron Small's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Baron Small where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Baron Small's related companies.
| Open | High | Low | Close | Volume | |
| 39.44 | 39.44 | 39.44 | 39.44 | 1.00 | |
11/22/2024 | 40.06 | 40.06 | 40.06 | 40.06 | 1.00 |
| 40.47 | 40.47 | 40.47 | 40.47 | 1.00 |
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Baron Small Trading Date Momentum on November 22, 2024
| On November 25 2024 Baron Small Cap was traded for 40.47 at the closing time. The highest daily price throughout the period was 40.47 and the lowest price was 40.47 . There was no trading activity during the period 1.0. Lack of trading volume on 11/25/2024 added to the next day price jump. The overall trading delta to closing price of the next trading day was 1.02% . The overall trading delta to current closing price is 0.02% . |
Baron Small Cap Fundamentals Correlations and Trends
By evaluating Baron Small's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Baron Small's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Baron financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Baron Small Mutual Fund history
Baron Small investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Baron is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Baron Small Cap will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Baron Small stock prices may prove useful in developing a viable investing in Baron Small
The fund invests 80 percent of its net assets in equity securities in the form of common stock of U.S. small-sized growth companies. BAMCO, Inc. defines small-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to 2.5 billion, whichever is larger.
Baron Small Mutual Fund Technical Analysis
Baron Small technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Baron Small Period Price Range
Low | November 28, 2024
| High |
0.00 | 0.00 |
Baron Small Cap cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Baron Small November 28, 2024 Market Strength
Market strength indicators help investors to evaluate how Baron Small mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Baron Small shares will generate the highest return on investment. By undertsting and applying Baron Small mutual fund market strength indicators, traders can identify Baron Small Cap entry and exit signals to maximize returns
Baron Small Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Baron Small's price direction in advance. Along with the technical and fundamental analysis of Baron Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Baron to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1218 | |||
| Jensen Alpha | 0.0093 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | 0.0432 | |||
| Treynor Ratio | 0.1275 |
| Cycle Indicators | ||
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| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
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| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Baron Mutual Fund
Baron Small 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 Small security.
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