Baron Discovery Fund Manager Performance Evaluation
| BDFIX Fund | USD 35.65 0.66 1.82% |
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.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Baron Discovery Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Baron Discovery is not utilizing all of its potentials. The newest stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Baron Discovery Fund Q3 2025 Shareholder Letter - Seeking Alpha | 11/04/2025 |
| Expense Ratio Date | 28th of January 2025 | |
| Expense Ratio | 1.0500 |
Baron |
Baron Discovery Relative Risk vs. Return Landscape
If you would invest 3,601 in Baron Discovery Fund on November 3, 2025 and sell it today you would lose (36.00) from holding Baron Discovery Fund or give up 1.0% of portfolio value over 90 days. Baron Discovery Fund is currently producing negative expected returns and takes up 1.0605% volatility of returns over 90 trading days. Put another way, 9% 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 Discovery Current Valuation
Fairly Valued
Today
Please note that Baron Discovery's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Baron Discovery shows a prevailing Real Value of $35.75 per share. The current price of the fund is $35.65. We determine the value of Baron Discovery 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 Discovery is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baron Mutual Fund. However, Baron Discovery'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 35.65 | Real 35.75 | Hype 35.65 | Naive 34.58 |
The intrinsic value of Baron Discovery'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 Discovery'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 Discovery 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 Discovery more accurately as focusing exclusively on Baron Discovery's fundamentals will not take into account other important factors: Baron Discovery Target Price Odds to finish over Current Price
The tendency of Baron Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 35.65 | 90 days | 35.65 | about 80.22 |
Based on a normal probability distribution, the odds of Baron Discovery to move above the current price in 90 days from now is about 80.22 (This Baron Discovery Fund probability density function shows the probability of Baron Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.1 suggesting Baron Discovery Fund market returns are sensitive to returns on the market. As the market goes up or down, Baron Discovery is expected to follow. Additionally Baron Discovery Fund has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Baron Discovery Price Density |
| Price |
Predictive Modules for Baron Discovery
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Baron Discovery. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Baron Discovery Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Baron Discovery is not an exception. The market had few large corrections towards the Baron Discovery's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Baron Discovery Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Baron Discovery within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.11 | |
β | Beta against Dow Jones | 1.10 | |
σ | Overall volatility | 0.93 | |
Ir | Information ratio | -0.1 |
Baron Discovery Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Baron Discovery for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Baron Discovery can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Baron Discovery generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Public-private deal will fund gut rehab of senior living complex in West Philly - phillyvoice.com | |
| The fund holds about 8.09% of its assets under management (AUM) in cash |
Baron Discovery Fundamentals Growth
Baron Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baron Discovery, and Baron Discovery 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.
| Price To Earning | 42.47 X | ||||
| Price To Book | 3.15 X | ||||
| Price To Sales | 3.78 X | ||||
| Total Asset | 1.68 B | ||||
About Baron Discovery Performance
Evaluating Baron Discovery's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baron Discovery 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 Discovery 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 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.Things to note about Baron Discovery performance evaluation
Checking the ongoing alerts about Baron Discovery for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baron Discovery help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Baron Discovery generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Public-private deal will fund gut rehab of senior living complex in West Philly - phillyvoice.com | |
| The fund holds about 8.09% of its assets under management (AUM) in cash |
- Analyzing Baron Discovery'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 Discovery's stock is overvalued or undervalued compared to its peers.
- Examining Baron Discovery'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 Discovery's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baron Discovery's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baron Discovery's mutual fund. These opinions can provide insight into Baron Discovery's potential for growth and whether the stock is currently undervalued or overvalued.
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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