Baron Durable Advantage Fund One Year Return
| BDAIX Fund | USD 28.84 0.19 0.66% |
Baron Durable Advantage fundamentals help investors to digest information that contributes to Baron Durable's financial success or failures. It also enables traders to predict the movement of Baron Mutual Fund. The fundamental analysis module provides a way to measure Baron Durable's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Baron Durable mutual fund.
Baron |
Baron Durable Advantage Mutual Fund One Year Return Analysis
Baron Durable's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Baron Durable One Year Return | 31.34 % |
Most of Baron Durable's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Baron Durable Advantage is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Baron Durable Advantage has an One Year Return of 31.3383%. This is much higher than that of the Baron Capital Group, Inc. family and significantly higher than that of the Large Growth category. The one year return for all United States funds is notably lower than that of the firm.
Baron One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Baron Durable's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Baron Durable could also be used in its relative valuation, which is a method of valuing Baron Durable by comparing valuation metrics of similar companies.Baron Durable is currently under evaluation in one year return among similar funds.
Fund Asset Allocation for Baron Durable
The fund consists of 95.02% 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 to buy 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 buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Baron Fundamentals
| Total Asset | 64.57 M | |||
| Annual Yield | 0.0008 % | |||
| Year To Date Return | 26.37 % | |||
| One Year Return | 31.34 % | |||
| Three Year Return | 12.10 % | |||
| Five Year Return | 18.24 % | |||
| Net Asset | 81.28 M | |||
| Minimum Initial Investment | 1000 K | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 4.98 % | |||
| Equity Positions Weight | 95.02 % |
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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