Baron Small Cap Fund Market Value
| BSFIX Fund | USD 29.53 0.04 0.14% |
| Symbol | Baron |
Baron Small '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 Small'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 Small.
| 11/16/2025 |
| 02/14/2026 |
If you would invest 0.00 in Baron Small on November 16, 2025 and sell it all today you would earn a total of 0.00 from holding Baron Small Cap or generate 0.0% return on investment in Baron Small over 90 days. Baron Small is related to or competes with Ab Bond, Lord Abbett, Aqr Managed, Arrow Managed, and Guidepath(r) Managed. The fund invests 80 percent of its net assets in equity securities in the form of common stock of U.S More
Baron Small 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 Small'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 Small Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.13 | |||
| Information Ratio | 0.0419 | |||
| Maximum Drawdown | 11.51 | |||
| Value At Risk | (1.87) | |||
| Potential Upside | 2.42 |
Baron Small Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baron Small's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Baron Small's standard deviation. In reality, there are many statistical measures that can use Baron Small historical prices to predict the future Baron Small's volatility.| Risk Adjusted Performance | 0.0741 | |||
| Jensen Alpha | 0.0667 | |||
| Total Risk Alpha | 0.0083 | |||
| Sortino Ratio | 0.0591 | |||
| Treynor Ratio | 0.1264 |
Baron Small February 14, 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 | 0.0741 | |||
| Market Risk Adjusted Performance | 0.1364 | |||
| Mean Deviation | 0.9939 | |||
| Semi Deviation | 0.9656 | |||
| Downside Deviation | 1.13 | |||
| Coefficient Of Variation | 1166.57 | |||
| Standard Deviation | 1.6 | |||
| Variance | 2.55 | |||
| Information Ratio | 0.0419 | |||
| Jensen Alpha | 0.0667 | |||
| Total Risk Alpha | 0.0083 | |||
| Sortino Ratio | 0.0591 | |||
| Treynor Ratio | 0.1264 | |||
| Maximum Drawdown | 11.51 | |||
| Value At Risk | (1.87) | |||
| Potential Upside | 2.42 | |||
| Downside Variance | 1.28 | |||
| Semi Variance | 0.9323 | |||
| Expected Short fall | (1.19) | |||
| Skewness | 2.72 | |||
| Kurtosis | 14.04 |
Baron Small Cap Backtested Returns
Baron Small appears to be very steady, given 3 months investment horizon. Baron Small Cap secures Sharpe Ratio (or Efficiency) of 0.12, which signifies that the fund had a 0.12 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Baron Small Cap, which you can use to evaluate the volatility of the entity. Please makes use of Baron Small's Risk Adjusted Performance of 0.0741, mean deviation of 0.9939, and Downside Deviation of 1.13 to double-check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 1.0, which signifies a somewhat significant risk relative to the market. Baron Small returns are very sensitive to returns on the market. As the market goes up or down, Baron Small is expected to follow.
Auto-correlation | -0.74 |
Almost perfect reverse predictability
Baron Small Cap has almost perfect reverse predictability. Overlapping area represents the amount of predictability between Baron Small 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 Small Cap price movement. The serial correlation of -0.74 indicates that around 74.0% of current Baron Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.74 | |
| Spearman Rank Test | -0.6 | |
| Residual Average | 0.0 | |
| Price Variance | 0.58 |
Also Currently Popular
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 Small 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 Small security.
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