Baron Asset Fund Manager Performance Evaluation
| BARUX Fund | USD 103.35 0.49 0.47% |
The fund shows a Beta (market volatility) of 0.88, which signifies possible diversification benefits within a given portfolio. Baron Asset returns are very sensitive to returns on the market. As the market goes up or down, Baron Asset is expected to follow.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Baron Asset Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio | 1.0500 |
Baron |
Baron Asset Relative Risk vs. Return Landscape
If you would invest 11,388 in Baron Asset Fund on November 3, 2024 and sell it today you would lose (1,053) from holding Baron Asset Fund or give up 9.25% of portfolio value over 90 days. Baron Asset Fund is currently producing negative expected returns and takes up 2.189% volatility of returns over 90 trading days. Put another way, 19% of traded mutual funds are less volatile than Baron, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Baron Asset Current Valuation
Fairly Valued
Today
Please note that Baron Asset's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Baron Asset Fund shows a prevailing Real Value of $104.85 per share. The current price of the fund is $103.35. We determine the value of Baron Asset Fund from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Baron Asset is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baron Mutual Fund. However, Baron Asset's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 103.35 | Real 104.85 | Hype 103.35 | Naive 99.69 |
The intrinsic value of Baron Asset's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Baron Asset's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Baron Asset Fund helps investors to forecast how Baron mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Baron Asset more accurately as focusing exclusively on Baron Asset's fundamentals will not take into account other important factors: Baron Asset Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baron Asset's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Baron Asset Fund, and traders can use it to determine the average amount a Baron Asset's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0608
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BARUX |
Estimated Market Risk
| 2.19 actual daily | 19 81% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Baron Asset is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Baron Asset by adding Baron Asset to a well-diversified portfolio.
Baron Asset Fundamentals Growth
Baron Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baron Asset, and Baron Asset fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Baron Mutual Fund performance.
| Total Asset | 3.93 B | ||||
About Baron Asset Performance
Evaluating Baron Asset's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baron Asset has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Baron Asset has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests for the long term primarily in equity securities in the form of common stock of U.S. mid-sized growth companies. Baron Asset is traded on NASDAQ Exchange in the United States.Things to note about Baron Asset Fund performance evaluation
Checking the ongoing alerts about Baron Asset for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baron Asset Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Baron Asset Fund generated a negative expected return over the last 90 days | |
| The fund holds 97.48% of its assets under management (AUM) in equities |
- Analyzing Baron Asset's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Baron Asset's stock is overvalued or undervalued compared to its peers.
- Examining Baron Asset's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Baron Asset's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baron Asset's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baron Asset's mutual fund. These opinions can provide insight into Baron Asset's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Baron Mutual Fund
Baron Asset 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 Asset security.
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