Baron Health Care Fund Net Income
| BHCFX Fund | USD 20.51 0.05 0.24% |
As of the 12th of February 2026, Baron Health shows the Risk Adjusted Performance of 0.0302, downside deviation of 0.8027, and Mean Deviation of 0.6986. Baron Health Care 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 Health'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 Health's valuation are provided below:Baron Health Care 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 Health '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 Health'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 Health.
| 11/14/2025 |
| 02/12/2026 |
If you would invest 0.00 in Baron Health on November 14, 2025 and sell it all today you would earn a total of 0.00 from holding Baron Health Care or generate 0.0% return on investment in Baron Health over 90 days. Baron Health is related to or competes with Clifford Capital, Clifford Capital, Saat Market, Neuberger Berman, Western Asset, American Century, and Ultramid-cap Profund. Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities in the form of c... More
Baron Health 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 Health'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 Health Care upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8027 | |||
| Information Ratio | (0.08) | |||
| Maximum Drawdown | 4.1 | |||
| Value At Risk | (1.34) | |||
| Potential Upside | 1.81 |
Baron Health Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baron Health's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Baron Health's standard deviation. In reality, there are many statistical measures that can use Baron Health historical prices to predict the future Baron Health's volatility.| Risk Adjusted Performance | 0.0302 | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.08) | |||
| Sortino Ratio | (0.09) | |||
| Treynor Ratio | 0.0408 |
Baron Health February 12, 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 | 0.0302 | |||
| Market Risk Adjusted Performance | 0.0508 | |||
| Mean Deviation | 0.6986 | |||
| Semi Deviation | 0.7586 | |||
| Downside Deviation | 0.8027 | |||
| Coefficient Of Variation | 2744.99 | |||
| Standard Deviation | 0.9105 | |||
| Variance | 0.829 | |||
| Information Ratio | (0.08) | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.08) | |||
| Sortino Ratio | (0.09) | |||
| Treynor Ratio | 0.0408 | |||
| Maximum Drawdown | 4.1 | |||
| Value At Risk | (1.34) | |||
| Potential Upside | 1.81 | |||
| Downside Variance | 0.6443 | |||
| Semi Variance | 0.5754 | |||
| Expected Short fall | (0.86) | |||
| Skewness | 0.2081 | |||
| Kurtosis | 0.3475 |
Baron Health Care Backtested Returns
Baron Health Care secures Sharpe Ratio (or Efficiency) of -0.0399, which signifies that the fund had a -0.0399 % return per unit of risk over the last 3 months. Baron Health Care exposes twenty-seven different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please confirm Baron Health's Risk Adjusted Performance of 0.0302, downside deviation of 0.8027, and Mean Deviation of 0.6986 to double-check the risk estimate we provide. The fund shows a Beta (market volatility) of 0.57, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Baron Health's returns are expected to increase less than the market. However, during the bear market, the loss of holding Baron Health is expected to be smaller as well.
Auto-correlation | 0.38 |
Below average predictability
Baron Health Care has below average predictability. Overlapping area represents the amount of predictability between Baron Health time series from 14th of November 2025 to 29th of December 2025 and 29th of December 2025 to 12th 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 Health Care price movement. The serial correlation of 0.38 indicates that just about 38.0% of current Baron Health price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.38 | |
| Spearman Rank Test | 0.4 | |
| Residual Average | 0.0 | |
| Price Variance | 0.07 |
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 Health Care 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 Health (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 Health's current stock value. Our valuation model uses many indicators to compare Baron Health value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Health competition to find correlations between indicators driving Baron Health's intrinsic value. More Info.Baron Health Care 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 1.99 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 Health's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Baron Health
The fund consists of 88.06% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Baron Health'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 | 27.26 M | ||||
| Year To Date Return | 0.62 % | ||||
| One Year Return | 1.24 % | ||||
| Three Year Return | 6.08 % | ||||
| Five Year Return | 0.44 % | ||||
| Net Asset | 139.68 M | ||||
| Cash Position Weight | 11.93 % | ||||
| Equity Positions Weight | 88.06 % |
About Baron Health Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Baron Health Care's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Baron Health using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Baron Health Care 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 Health 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 Health security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |