Baron Select Funds Fund Manager Performance Evaluation
| BTEUX Fund | USD 13.08 0.05 0.38% |
The fund shows a Beta (market volatility) of 0.0859, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Baron Select's returns are expected to increase less than the market. However, during the bear market, the loss of holding Baron Select is expected to be smaller as well.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Baron Select Funds are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Baron Select showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.9500 |
Baron |
Baron Select Relative Risk vs. Return Landscape
If you would invest 1,090 in Baron Select Funds on August 29, 2024 and sell it today you would earn a total of 218.00 from holding Baron Select Funds or generate 20.0% return on investment over 90 days. Baron Select Funds is currently producing 0.2943% returns and takes up 1.3488% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Baron, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Baron Select Current Valuation
Fairly Valued
Today
Please note that Baron Select's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Baron Select Funds shows a prevailing Real Value of $13.17 per share. The current price of the fund is $13.08. We determine the value of Baron Select Funds 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 Select is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baron Mutual Fund. However, Baron Select'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 13.08 | Real 13.17 | Hype 13.08 | Naive 12.91 |
The intrinsic value of Baron Select'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 Select'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 Select Funds 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 Select more accurately as focusing exclusively on Baron Select's fundamentals will not take into account other important factors: Baron Select Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baron Select's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Baron Select Funds, and traders can use it to determine the average amount a Baron Select'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 = 0.2182
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | BTEUX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.35 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.29 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Baron Select is performing at about 17% 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 Select by adding it to a well-diversified portfolio.
Baron Select Fundamentals Growth
Baron Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baron Select, and Baron Select 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.
About Baron Select Performance
Evaluating Baron Select's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baron Select 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 Select 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.
Things to note about Baron Select Funds performance evaluation
Checking the ongoing alerts about Baron Select for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baron Select Funds 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 all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Baron Select'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 Select's stock is overvalued or undervalued compared to its peers.
- Examining Baron Select'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 Select's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baron Select's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baron Select's mutual fund. These opinions can provide insight into Baron Select's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Baron Mutual Fund
Baron Select 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 Select security.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |