Baron Global Advantage Fund Net Income
| BGAIX Fund | USD 51.12 0.41 0.81% |
As of the 27th of January, Baron Global shows the Mean Deviation of 0.9028, downside deviation of 1.25, and Risk Adjusted Performance of 0.0524. Baron Global 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 Global'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 Global's valuation are provided below:Baron Global 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 Global '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 Global'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 Global.
| 10/29/2025 |
| 01/27/2026 |
If you would invest 0.00 in Baron Global on October 29, 2025 and sell it all today you would earn a total of 0.00 from holding Baron Global Advantage or generate 0.0% return on investment in Baron Global over 90 days. Baron Global is related to or competes with Baron Global, Baron Global, Global Growth, Columbia Select, Putnam Research, American Beacon, and Hartford International. The fund is a diversified fund that, under normal circumstances, invests primarily in equity securities in the form of c... More
Baron Global 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 Global'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 Global Advantage upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.25 | |||
| Information Ratio | 0.0133 | |||
| Maximum Drawdown | 12.38 | |||
| Value At Risk | (2.41) | |||
| Potential Upside | 1.6 |
Baron Global Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baron Global's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Baron Global's standard deviation. In reality, there are many statistical measures that can use Baron Global historical prices to predict the future Baron Global's volatility.| Risk Adjusted Performance | 0.0524 | |||
| Jensen Alpha | 0.0232 | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | 0.017 | |||
| Treynor Ratio | 0.0948 |
Baron Global January 27, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0524 | |||
| Market Risk Adjusted Performance | 0.1048 | |||
| Mean Deviation | 0.9028 | |||
| Semi Deviation | 1.05 | |||
| Downside Deviation | 1.25 | |||
| Coefficient Of Variation | 1562.71 | |||
| Standard Deviation | 1.6 | |||
| Variance | 2.55 | |||
| Information Ratio | 0.0133 | |||
| Jensen Alpha | 0.0232 | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | 0.017 | |||
| Treynor Ratio | 0.0948 | |||
| Maximum Drawdown | 12.38 | |||
| Value At Risk | (2.41) | |||
| Potential Upside | 1.6 | |||
| Downside Variance | 1.56 | |||
| Semi Variance | 1.1 | |||
| Expected Short fall | (1.03) | |||
| Skewness | 3.37 | |||
| Kurtosis | 21.5 |
Baron Global Advantage Backtested Returns
At this stage we consider Baron Mutual Fund to be very steady. Baron Global Advantage secures Sharpe Ratio (or Efficiency) of 0.0307, which signifies that the fund had a 0.0307 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Baron Global Advantage, which you can use to evaluate the volatility of the entity. Please confirm Baron Global's Downside Deviation of 1.25, mean deviation of 0.9028, and Risk Adjusted Performance of 0.0524 to double-check if the risk estimate we provide is consistent with the expected return of 0.0504%. The fund shows a Beta (market volatility) of 0.97, which signifies possible diversification benefits within a given portfolio. Baron Global returns are very sensitive to returns on the market. As the market goes up or down, Baron Global is expected to follow.
Auto-correlation | -0.49 |
Modest reverse predictability
Baron Global Advantage has modest reverse predictability. Overlapping area represents the amount of predictability between Baron Global time series from 29th of October 2025 to 13th of December 2025 and 13th of December 2025 to 27th of January 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 Global Advantage price movement. The serial correlation of -0.49 indicates that about 49.0% of current Baron Global price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.49 | |
| Spearman Rank Test | -0.03 | |
| Residual Average | 0.0 | |
| Price Variance | 0.43 |
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 Global 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 World Large-Stock 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 Global's current stock value. Our valuation model uses many indicators to compare Baron Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Global competition to find correlations between indicators driving Baron Global's intrinsic value. More Info.Baron Global Advantage 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 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Baron Global Advantage is roughly 10.30 . 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 Global's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Baron Global
The fund consists of 94.13% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Baron Global'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
| Price To Earning | 41.83 X | |||
| Price To Book | 4.06 X | |||
| Price To Sales | 4.83 X | |||
| Total Asset | 523.59 M | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 1.52 % | |||
| One Year Return | 22.05 % | |||
| Three Year Return | 23.13 % | |||
| Five Year Return | (2.16) % | |||
| Net Asset | 736.48 M | |||
| Minimum Initial Investment | 1000 K | |||
| Last Dividend Paid | 0.04 | |||
| Cash Position Weight | 2.84 % | |||
| Equity Positions Weight | 94.13 % |
About Baron Global Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Baron Global Advantage's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Baron Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Baron Global 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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Other Information on Investing in Baron Mutual Fund
Baron Global 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 Global security.
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