Baron Durable Advantage Fund Manager Performance Evaluation
| BDAUX Fund | USD 28.89 0.17 0.59% |
The fund shows a Beta (market volatility) of 0.91, which signifies possible diversification benefits within a given portfolio. Baron Durable returns are very sensitive to returns on the market. As the market goes up or down, Baron Durable is expected to follow.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Baron Durable Advantage are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Baron Durable may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.7000 |
Baron |
Baron Durable Relative Risk vs. Return Landscape
If you would invest 2,650 in Baron Durable Advantage on September 1, 2024 and sell it today you would earn a total of 239.00 from holding Baron Durable Advantage or generate 9.02% return on investment over 90 days. Baron Durable Advantage is currently producing 0.1408% returns and takes up 0.8659% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Baron, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Baron Durable Current Valuation
Fairly Valued
Today
Please note that Baron Durable's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Baron Durable Advantage shows a prevailing Real Value of $28.57 per share. The current price of the fund is $28.89. We determine the value of Baron Durable Advantage from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Baron Durable is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baron Mutual Fund. However, Baron Durable's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 28.89 | Real 28.57 | Hype 28.89 | Naive 28.92 |
The intrinsic value of Baron Durable's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Baron Durable's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Baron Durable Advantage helps investors to forecast how Baron mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Baron Durable more accurately as focusing exclusively on Baron Durable's fundamentals will not take into account other important factors: Baron Durable Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baron Durable's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Baron Durable Advantage, and traders can use it to determine the average amount a Baron Durable's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1627
| Best Portfolio | Best Equity | |||
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| Cash | BDAUX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Baron Durable is performing at about 12% 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 Durable by adding it to a well-diversified portfolio.
Baron Durable Fundamentals Growth
Baron Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baron Durable, and Baron Durable fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Baron Mutual Fund performance.
| Total Asset | 28.83 M | ||||
About Baron Durable Performance
Evaluating Baron Durable's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baron Durable has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Baron Durable has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in equity securities in the form of common stock of U.S. large-sized companies. The Adviser seeks to invest primarily in what the adviser believes are unique, well-managed, competitively advantaged businesses that generate significant excess free cash flow that is consistently returned to shareholders in the form of stock buybacks andor dividends.Things to note about Baron Durable Advantage performance evaluation
Checking the ongoing alerts about Baron Durable for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baron Durable Advantage help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 97.36% of its assets under management (AUM) in equities |
- Analyzing Baron Durable's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Baron Durable's stock is overvalued or undervalued compared to its peers.
- Examining Baron Durable's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Baron Durable's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baron Durable's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baron Durable's mutual fund. These opinions can provide insight into Baron Durable's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Baron Mutual Fund
Baron Durable 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 Durable security.
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