Baron New Asia Fund Manager Performance Evaluation
| BNAFX Fund | USD 9.16 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.28, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Baron New's returns are expected to increase less than the market. However, during the bear market, the loss of holding Baron New is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Baron New Asia has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Baron New is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreBaron |
Baron New Relative Risk vs. Return Landscape
If you would invest 952.00 in Baron New Asia on September 1, 2024 and sell it today you would lose (36.00) from holding Baron New Asia or give up 3.78% of portfolio value over 90 days. Baron New Asia is currently producing negative expected returns and takes up 0.849% volatility of returns over 90 trading days. Put another way, 7% 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 New Current Valuation
Fairly Valued
Today
Please note that Baron New's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Baron New Asia shows a prevailing Real Value of $9.26 per share. The current price of the fund is $9.16. We determine the value of Baron New Asia 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 New is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baron Mutual Fund. However, Baron New'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 9.16 | Real 9.26 | Hype 9.17 | Naive 9.24 |
The intrinsic value of Baron New'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 New'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 New Asia 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 New more accurately as focusing exclusively on Baron New's fundamentals will not take into account other important factors: Baron New Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baron New's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Baron New Asia, and traders can use it to determine the average amount a Baron New'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 = -0.0945
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| Negative Returns | BNAFX |
Estimated Market Risk
| 0.85 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Baron New is not performing at its full potential. However, 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 New by adding Baron New to a well-diversified portfolio.
Baron New Fundamentals Growth
Baron Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baron New, and Baron New 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 | 3.92 M | ||||
About Baron New Performance
Evaluating Baron New's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baron New 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 New 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 is a diversified fund that, under normal circumstances, invests 80 percent of its net assets in the common stock of companies located in Asia, which consists of all countries and markets in Asia, but including all other developed, developing, and frontier countries and markets in the Asian region. The Adviser may purchase securities of companies of any market capitalization but expects to emphasize mid and large-sized companies. The funds investments are generally traded in currencies other than U.S. dollars, so the Adviser buys and sells foreign currencies to facilitate transactions in portfolio securities.Things to note about Baron New Asia performance evaluation
Checking the ongoing alerts about Baron New for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baron New Asia help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Baron New Asia is not yet fully synchronised with the market data | |
| Baron New Asia generated a negative expected return over the last 90 days | |
| The fund holds about 7.66% of its assets under management (AUM) in cash |
- Analyzing Baron New'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 New's stock is overvalued or undervalued compared to its peers.
- Examining Baron New'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 New's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baron New's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baron New's mutual fund. These opinions can provide insight into Baron New's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Baron Mutual Fund
Baron New 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 New security.
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