Baron Health Care Fund Manager Performance Evaluation
| BHCFX Fund | USD 20.05 0.02 0.1% |
The fund shows a Beta (market volatility) of 0.69, 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.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Baron Health Care has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Baron Health is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of April 2023 | |
| Expense Ratio | 1.1000 |
Baron |
Baron Health Relative Risk vs. Return Landscape
If you would invest 2,097 in Baron Health Care on August 25, 2024 and sell it today you would lose (92.00) from holding Baron Health Care or give up 4.39% of portfolio value over 90 days. Baron Health Care is currently producing negative expected returns and takes up 0.8406% volatility of returns over 90 trading days. Put another way, 7% 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 Health Current Valuation
Fairly Valued
Today
Please note that Baron Health's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Baron Health Care shows a prevailing Real Value of $20.16 per share. The current price of the fund is $20.05. We determine the value of Baron Health Care 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 Health is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baron Mutual Fund. However, Baron Health'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 20.05 | Real 20.16 | Hype 20.05 | Naive 19.79 |
The intrinsic value of Baron Health'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 Health'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 Health Care 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 Health more accurately as focusing exclusively on Baron Health's fundamentals will not take into account other important factors: Baron Health Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baron Health's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Baron Health Care, and traders can use it to determine the average amount a Baron Health'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 = -0.0779
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BHCFX |
Estimated Market Risk
| 0.84 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Baron Health 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 Health by adding Baron Health to a well-diversified portfolio.
Baron Health Fundamentals Growth
Baron Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baron Health, and Baron Health 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 | 52.27 M | ||||
About Baron Health Performance
Evaluating Baron Health's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baron Health 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 Health 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities in the form of common stock of companies engaged in the research, development, production, sale, delivery or distribution of products and services related to the health care industry. The Adviser uses various criteria to determine whether an issuer is engaged in activities related to the health care industry. It is non-diversified.Things to note about Baron Health Care performance evaluation
Checking the ongoing alerts about Baron Health for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baron Health Care help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Baron Health Care generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% | |
| Baron Health Care holds about 11.93% of its assets under management (AUM) in cash |
- Analyzing Baron Health'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 Health's stock is overvalued or undervalued compared to its peers.
- Examining Baron Health'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 Health's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baron Health's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baron Health's mutual fund. These opinions can provide insight into Baron Health's potential for growth and whether the stock is currently undervalued or overvalued.
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.
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| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |