Baron Fifth Avenue Fund Manager Performance Evaluation
| BFTIX Fund | USD 63.12 1.19 1.92% |
The fund shows a Beta (market volatility) of 0.94, which signifies possible diversification benefits within a given portfolio. Baron Fifth returns are very sensitive to returns on the market. As the market goes up or down, Baron Fifth is expected to follow.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Baron Fifth Avenue has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest unsteady performance, the Fund's forward indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio Date | 28th of January 2025 | |
| Expense Ratio | 0.7500 |
Baron |
Baron Fifth Relative Risk vs. Return Landscape
If you would invest 6,893 in Baron Fifth Avenue on November 10, 2025 and sell it today you would lose (581.00) from holding Baron Fifth Avenue or give up 8.43% of portfolio value over 90 days. Baron Fifth Avenue is currently producing negative expected returns and takes up 1.2419% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Baron, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Baron Fifth Current Valuation
Fairly Valued
Today
Please note that Baron Fifth's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Baron Fifth Avenue shows a prevailing Real Value of $63.78 per share. The current price of the fund is $63.12. We determine the value of Baron Fifth Avenue 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 Fifth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baron Mutual Fund. However, Baron Fifth'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 63.12 | Real 63.78 | Hype 63.12 | Naive 60.2 |
The intrinsic value of Baron Fifth'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 Fifth'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 Fifth Avenue 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 Fifth more accurately as focusing exclusively on Baron Fifth's fundamentals will not take into account other important factors: Baron Fifth Target Price Odds to finish over Current Price
The tendency of Baron Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 63.12 | 90 days | 63.12 | close to 99 |
Based on a normal probability distribution, the odds of Baron Fifth to move above the current price in 90 days from now is close to 99 (This Baron Fifth Avenue probability density function shows the probability of Baron Mutual Fund to fall within a particular range of prices over 90 days) .
Baron Fifth Price Density |
| Price |
Predictive Modules for Baron Fifth
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Baron Fifth Avenue. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Baron Fifth Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Baron Fifth is not an exception. The market had few large corrections towards the Baron Fifth's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Baron Fifth Avenue, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Baron Fifth within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.24 | |
β | Beta against Dow Jones | 0.94 | |
σ | Overall volatility | 1.61 | |
Ir | Information ratio | -0.19 |
Baron Fifth Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Baron Fifth for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Baron Fifth Avenue can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Baron Fifth Avenue generated a negative expected return over the last 90 days | |
| The fund holds 95.58% of its assets under management (AUM) in equities |
Baron Fifth Fundamentals Growth
Baron Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baron Fifth, and Baron Fifth 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.
| Price To Earning | 37.08 X | ||||
| Price To Book | 4.79 X | ||||
| Price To Sales | 4.91 X | ||||
| Total Asset | 600.6 M | ||||
About Baron Fifth Performance
Evaluating Baron Fifth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baron Fifth 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 Fifth 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 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.Things to note about Baron Fifth Avenue performance evaluation
Checking the ongoing alerts about Baron Fifth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baron Fifth Avenue help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Baron Fifth Avenue generated a negative expected return over the last 90 days | |
| The fund holds 95.58% of its assets under management (AUM) in equities |
- Analyzing Baron Fifth'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 Fifth's stock is overvalued or undervalued compared to its peers.
- Examining Baron Fifth'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 Fifth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baron Fifth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baron Fifth's mutual fund. These opinions can provide insight into Baron Fifth's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |