Baron Partners Fund Manager Performance Evaluation
| BPTUX Fund | USD 265.23 1.91 0.73% |
The fund shows a Beta (market volatility) of -0.27, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Baron Partners are expected to decrease at a much lower rate. During the bear market, Baron Partners is likely to outperform the market.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Baron Partners are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Baron Partners showed solid returns over the last few months and may actually be approaching a breakup point.
...moreBaron |
Baron Partners Relative Risk vs. Return Landscape
If you would invest 21,921 in Baron Partners on November 27, 2025 and sell it today you would earn a total of 4,602 from holding Baron Partners or generate 20.99% return on investment over 90 days. Baron Partners is currently producing 0.3519% returns and takes up 2.7489% volatility of returns over 90 trading days. Put another way, 24% of traded mutual funds are less volatile than Baron, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Baron Partners Current Valuation
Fairly Valued
Today
Please note that Baron Partners' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Baron Partners shows a prevailing Real Value of $260.38 per share. The current price of the fund is $265.23. We determine the value of Baron Partners 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 Partners is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baron Mutual Fund. However, Baron Partners' 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 265.23 | Real 260.38 | Hype 265.23 | Naive 258.48 |
The intrinsic value of Baron Partners' 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 Partners' 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 Partners 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 Partners more accurately as focusing exclusively on Baron Partners' fundamentals will not take into account other important factors: Baron Partners 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 |
| 265.23 | 90 days | 265.23 | about 30.98 |
Based on a normal probability distribution, the odds of Baron Partners to move above the current price in 90 days from now is about 30.98 (This Baron Partners probability density function shows the probability of Baron Mutual Fund to fall within a particular range of prices over 90 days) .
Baron Partners Price Density |
| Price |
Predictive Modules for Baron Partners
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 Partners. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Baron Partners' price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Baron Partners Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Baron Partners is not an exception. The market had few large corrections towards the Baron Partners' 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 Partners, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Baron Partners within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.41 | |
β | Beta against Dow Jones | -0.27 | |
σ | Overall volatility | 19.64 | |
Ir | Information ratio | 0.11 |
Baron Partners 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 Partners for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Baron Partners can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds 106.53% of its assets under management (AUM) in equities |
Baron Partners Fundamentals Growth
Baron Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baron Partners, and Baron Partners 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 | 6.17 B | ||||
About Baron Partners Performance
Evaluating Baron Partners' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baron Partners 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 Partners 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. growth companies of any market capitalization. The Adviser seeks to invest in businesses the advisor believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation. To take advantage of opportunities to invest, the fund may borrow money from banks in an amount up to one-third of its total assets, which include assets purchased with borrowed money. It is non-diversified.Things to note about Baron Partners performance evaluation
Checking the ongoing alerts about Baron Partners for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baron Partners help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 106.53% of its assets under management (AUM) in equities |
- Analyzing Baron Partners' 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 Partners' stock is overvalued or undervalued compared to its peers.
- Examining Baron Partners' 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 Partners' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baron Partners' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baron Partners' mutual fund. These opinions can provide insight into Baron Partners' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Baron Mutual Fund
Baron Partners 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 Partners security.
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