Baron Global Advantage Fund Manager Performance Evaluation
| BGAFX Fund | USD 38.57 0.31 0.81% |
The fund shows a Beta (market volatility) of 0.88, 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.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Baron Global Advantage are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Baron Global showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | 31st Annual Baron Investment Conference Draws Over 5,000 Shareholders and Clients - Business Wire | 11/15/2024 |
| Expense Ratio Date | 28th of April 2023 | |
| Expense Ratio | 1.1600 |
Baron |
Baron Global Relative Risk vs. Return Landscape
If you would invest 3,370 in Baron Global Advantage on August 28, 2024 and sell it today you would earn a total of 487.00 from holding Baron Global Advantage or generate 14.45% return on investment over 90 days. Baron Global Advantage is currently producing 0.2207% returns and takes up 1.1248% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Baron, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Baron Global Current Valuation
Fairly Valued
Today
Please note that Baron Global's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Baron Global Advantage shows a prevailing Real Value of $39.06 per share. The current price of the fund is $38.57. We determine the value of Baron Global Advantage 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 Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baron Mutual Fund. However, Baron Global'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 38.57 | Real 39.06 | Hype 38.41 | Naive 38.69 |
The intrinsic value of Baron Global'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 Global'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 Global Advantage 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 Global more accurately as focusing exclusively on Baron Global's fundamentals will not take into account other important factors: Baron Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baron Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Baron Global Advantage, and traders can use it to determine the average amount a Baron Global'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 = 0.1962
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | BGAFX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.12 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Baron Global is performing at about 15% of its full potential. 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 Global by adding it to a well-diversified portfolio.
Baron Global Fundamentals Growth
Baron Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baron Global, and Baron Global 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 | 41.83 X | ||||
| Price To Book | 4.06 X | ||||
| Price To Sales | 4.83 X | ||||
| Total Asset | 227.08 M | ||||
About Baron Global Performance
Evaluating Baron Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baron Global 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 Global 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, under normal circumstances, invests primarily in equity securities in the form of common stock of established and emerging markets companies located throughout the world, with capitalizations within the range of companies included in the MSCI ACWI Index Net USD. At all times, it will have investments in equity securities of companies in at least three countries outside of the U.S. Under normal conditions, at least 40 percent of the funds net assets will be invested in stocks of companies outside the U.S. .Things to note about Baron Global Advantage performance evaluation
Checking the ongoing alerts about Baron Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baron Global Advantage help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: 31st Annual Baron Investment Conference Draws Over 5,000 Shareholders and Clients - Business Wire | |
| The fund generated three year return of -15.0% | |
| Baron Global Advantage holds 88.87% of its assets under management (AUM) in equities |
- Analyzing Baron Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining Baron Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baron Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baron Global's mutual fund. These opinions can provide insight into Baron Global's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities |