Baron Durable Advantage Fund Net Income
| BDAFX Fund | USD 31.66 0.09 0.28% |
As of the 14th of February 2026, Baron Durable shows the Standard Deviation of 1.0, risk adjusted performance of (0.04), and Mean Deviation of 0.7726. Baron Durable Advantage technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
Baron Durable's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Baron Durable's valuation are provided below:Baron Durable Advantage does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Baron |
Baron Durable 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Baron Durable's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Baron Durable.
| 11/16/2025 |
| 02/14/2026 |
If you would invest 0.00 in Baron Durable on November 16, 2025 and sell it all today you would earn a total of 0.00 from holding Baron Durable Advantage or generate 0.0% return on investment in Baron Durable over 90 days. Baron Durable is related to or competes with Value Line, Value Line, Aston Montag, Blackrock International, Pro-blend(r) Extended, Nationwide Mid, and Nationwide Mid. The fund invests primarily in equity securities in the form of common stock of U.S More
Baron Durable Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Baron Durable's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Baron Durable Advantage upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.12) | |||
| Maximum Drawdown | 4.8 | |||
| Value At Risk | (1.93) | |||
| Potential Upside | 1.25 |
Baron Durable Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baron Durable's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Baron Durable's standard deviation. In reality, there are many statistical measures that can use Baron Durable historical prices to predict the future Baron Durable's volatility.| Risk Adjusted Performance | (0.04) | |||
| Jensen Alpha | (0.11) | |||
| Total Risk Alpha | (0.13) | |||
| Treynor Ratio | (0.07) |
Baron Durable February 14, 2026 Technical Indicators
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| Math Transform | ||
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| Volume Indicators |
| Risk Adjusted Performance | (0.04) | |||
| Market Risk Adjusted Performance | (0.06) | |||
| Mean Deviation | 0.7726 | |||
| Coefficient Of Variation | (2,003) | |||
| Standard Deviation | 1.0 | |||
| Variance | 1.0 | |||
| Information Ratio | (0.12) | |||
| Jensen Alpha | (0.11) | |||
| Total Risk Alpha | (0.13) | |||
| Treynor Ratio | (0.07) | |||
| Maximum Drawdown | 4.8 | |||
| Value At Risk | (1.93) | |||
| Potential Upside | 1.25 | |||
| Skewness | (0.62) | |||
| Kurtosis | 0.4161 |
Baron Durable Advantage Backtested Returns
At this stage we consider Baron Mutual Fund to be very steady. Baron Durable Advantage secures Sharpe Ratio (or Efficiency) of close to zero, which signifies that the fund had a close to zero % return per unit of risk over the last 3 months. We have found twenty technical indicators for Baron Durable Advantage, which you can use to evaluate the volatility of the entity. Please confirm Baron Durable's Mean Deviation of 0.7726, risk adjusted performance of (0.04), and Standard Deviation of 1.0 to double-check if the risk estimate we provide is consistent with the expected return of 8.0E-4%. The fund shows a Beta (market volatility) of 0.84, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Baron Durable's returns are expected to increase less than the market. However, during the bear market, the loss of holding Baron Durable is expected to be smaller as well.
Auto-correlation | -0.35 |
Poor reverse predictability
Baron Durable Advantage has poor reverse predictability. Overlapping area represents the amount of predictability between Baron Durable time series from 16th of November 2025 to 31st of December 2025 and 31st of December 2025 to 14th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Baron Durable Advantage price movement. The serial correlation of -0.35 indicates that nearly 35.0% of current Baron Durable price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.35 | |
| Spearman Rank Test | -0.21 | |
| Residual Average | 0.0 | |
| Price Variance | 0.41 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Baron Durable Advantage reported net income of 0.0. This indicator is about the same for the Baron Capital Group, Inc. average (which is currently at 0.0) family and about the same as Large Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Baron Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Baron Durable's current stock value. Our valuation model uses many indicators to compare Baron Durable value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Durable competition to find correlations between indicators driving Baron Durable's intrinsic value. More Info.Baron Durable Advantage is the top fund in year to date return among similar funds. It also is the top fund in one year return among similar funds reporting about 5.88 of One Year Return per Year To Date Return. 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 Durable's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Baron Durable
The fund consists of 97.36% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Baron Durable's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Baron Fundamentals
| Total Asset | 99.28 M | ||||
| Year To Date Return | 1.64 % | ||||
| One Year Return | 9.68 % | ||||
| Three Year Return | 23.48 % | ||||
| Five Year Return | 15.59 % | ||||
| Net Asset | 548.56 M | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 2.64 % | ||||
| Equity Positions Weight | 97.36 % |
About Baron Durable Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Baron Durable Advantage's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Baron Durable using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Baron Durable Advantage based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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