Baron Discovery Fund Key Fundamental Indicators
| BDFIX Fund | USD 34.35 0.12 0.35% |
As of the 15th of February 2026, Baron Discovery shows the Risk Adjusted Performance of (0.03), standard deviation of 1.15, and Mean Deviation of 0.875. Baron Discovery 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 Discovery'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 Discovery's valuation are provided below:Baron Discovery Fund 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 Discovery '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 Discovery'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 Discovery.
| 11/17/2025 |
| 02/15/2026 |
If you would invest 0.00 in Baron Discovery on November 17, 2025 and sell it all today you would earn a total of 0.00 from holding Baron Discovery Fund or generate 0.0% return on investment in Baron Discovery over 90 days. Baron Discovery is related to or competes with Baron Discovery, Value Line, Siit Dynamic, Baron Opportunity, Baron Opportunity, Focused Dynamic, and Income Growth. The fund is a diversified fund that invests for the long term primarily in equity securities in the form of common stock... More
Baron Discovery 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 Discovery'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 Discovery Fund upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.11) | |||
| Maximum Drawdown | 5.47 | |||
| Value At Risk | (1.94) | |||
| Potential Upside | 1.83 |
Baron Discovery Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baron Discovery's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Baron Discovery's standard deviation. In reality, there are many statistical measures that can use Baron Discovery historical prices to predict the future Baron Discovery's volatility.| Risk Adjusted Performance | (0.03) | |||
| Jensen Alpha | (0.13) | |||
| Total Risk Alpha | (0.15) | |||
| Treynor Ratio | (0.06) |
Baron Discovery February 15, 2026 Technical Indicators
| Cycle Indicators | ||
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| Math Transform | ||
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| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.03) | |||
| Market Risk Adjusted Performance | (0.05) | |||
| Mean Deviation | 0.875 | |||
| Coefficient Of Variation | (2,236) | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.32 | |||
| Information Ratio | (0.11) | |||
| Jensen Alpha | (0.13) | |||
| Total Risk Alpha | (0.15) | |||
| Treynor Ratio | (0.06) | |||
| Maximum Drawdown | 5.47 | |||
| Value At Risk | (1.94) | |||
| Potential Upside | 1.83 | |||
| Skewness | 0.2146 | |||
| Kurtosis | 0.3851 |
Baron Discovery Backtested Returns
At this stage we consider Baron Mutual Fund to be very steady. Baron Discovery secures Sharpe Ratio (or Efficiency) of 0.0165, which signifies that the fund had a 0.0165 % return per unit of risk over the last 3 months. We have found twenty-one technical indicators for Baron Discovery Fund, which you can use to evaluate the volatility of the entity. Please confirm Baron Discovery's Mean Deviation of 0.875, standard deviation of 1.15, and Risk Adjusted Performance of (0.03) to double-check if the risk estimate we provide is consistent with the expected return of 0.0182%. The fund shows a Beta (market volatility) of 1.1, which signifies a somewhat significant risk relative to the market. Baron Discovery returns are very sensitive to returns on the market. As the market goes up or down, Baron Discovery is expected to follow.
Auto-correlation | -0.29 |
Weak reverse predictability
Baron Discovery Fund has weak reverse predictability. Overlapping area represents the amount of predictability between Baron Discovery time series from 17th of November 2025 to 1st of January 2026 and 1st of January 2026 to 15th 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 Discovery price movement. The serial correlation of -0.29 indicates that nearly 29.0% of current Baron Discovery price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.29 | |
| Spearman Rank Test | -0.51 | |
| Residual Average | 0.0 | |
| Price Variance | 1.68 |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
In accordance with the company's disclosures, Baron Discovery Fund has a Year To Date Return of 3.0991%. This is much higher than that of the Baron Capital Group, Inc. family and significantly higher than that of the Small Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Baron Discovery Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Baron Discovery's current stock value. Our valuation model uses many indicators to compare Baron Discovery value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Discovery competition to find correlations between indicators driving Baron Discovery's intrinsic value. More Info.Baron Discovery Fund is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.07 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Baron Discovery Fund is roughly 13.48 . 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 Discovery's earnings, one of the primary drivers of an investment's value.Baron Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Baron Discovery's direct or indirect competition against its Year To Date 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 Discovery could also be used in its relative valuation, which is a method of valuing Baron Discovery by comparing valuation metrics of similar companies.Baron Discovery is currently under evaluation in year to date return among similar funds.
Baron Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Baron Discovery's current stock value. Our valuation model uses many indicators to compare Baron Discovery value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Discovery competition to find correlations between indicators driving Baron Discovery's intrinsic value. More Info.Baron Discovery Fund is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.07 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Baron Discovery Fund is roughly 13.48 . 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 Discovery's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Baron Discovery
The fund consists of 91.43% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Baron Discovery'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
| Price To Earning | 42.47 X | ||||
| Price To Book | 3.15 X | ||||
| Price To Sales | 3.78 X | ||||
| Total Asset | 1.64 B | ||||
| Year To Date Return | 3.10 % | ||||
| One Year Return | (1.55) % | ||||
| Three Year Return | 9.07 % | ||||
| Five Year Return | (1.67) % | ||||
| Net Asset | 1.84 B | ||||
| Minimum Initial Investment | 1000 K | ||||
| Cash Position Weight | 8.09 % | ||||
| Equity Positions Weight | 91.43 % |
About Baron Discovery Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Baron Discovery Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Baron Discovery using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Baron Discovery Fund 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.The fund is a diversified fund that invests for the long term primarily in equity securities in the form of common stock of U.S. small-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.
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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 Discovery 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 Discovery security.
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