Baron Partners Fund Manager Performance Evaluation
| BPTUX Fund | USD 198.45 3.19 1.63% |
The fund shows a Beta (market volatility) of 1.51, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Baron Partners will likely underperform.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Baron Partners are ranked lower than 14 (%) 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.
...more| Expense Ratio | 1.9900 |
Baron |
Baron Partners Relative Risk vs. Return Landscape
If you would invest 15,875 in Baron Partners on September 1, 2024 and sell it today you would earn a total of 3,970 from holding Baron Partners or generate 25.01% return on investment over 90 days. Baron Partners is currently producing 0.3701% returns and takes up 2.0722% volatility of returns over 90 trading days. Put another way, 18% 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
Undervalued
Today
Please note that Baron Partners' price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Baron Partners shows a prevailing Real Value of $209.53 per share. The current price of the fund is $198.45. 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 198.45 | Real 209.53 | Hype 198.45 | Naive 191.24 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baron Partners' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Baron Partners, and traders can use it to determine the average amount a Baron Partners' 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 = 0.1786
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | BPTUX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.07 actual daily | 18 82% of assets are more volatile |
Expected Return
| 0.37 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Baron Partners is performing at about 14% 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 Partners by adding it to a well-diversified portfolio.
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 generated three year return of -2.0% | |
| Baron Partners 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.
| 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 | |
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| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |