Baron Emerging One Year Return vs. Price To Book
| BEXIX Fund | USD 15.34 0.05 0.32% |
For Baron Emerging profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Baron Emerging to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Baron Emerging Markets utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Baron Emerging's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Baron Emerging Markets over time as well as its relative position and ranking within its peers.
BARON |
Baron Emerging Markets Price To Book vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Baron Emerging's current stock value. Our valuation model uses many indicators to compare Baron Emerging value to that of its competitors to determine the firm's financial worth. Baron Emerging Markets is the top fund in one year return among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.15 of Price To Book per One Year Return. The ratio of One Year Return to Price To Book for Baron Emerging Markets is roughly 6.58 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Baron Emerging's earnings, one of the primary drivers of an investment's value.BARON Price To Book vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Baron Emerging |
| = | 13.94 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Baron Emerging |
| = | 2.12 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Baron Emerging Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Baron Emerging, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Baron Emerging will eventually generate negative long term returns. The profitability progress is the general direction of Baron Emerging's change in net profit over the period of time. It can combine multiple indicators of Baron Emerging, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund normally invests 80 percent of its net assets in equity securities in the form of common stock of growth companies domiciled, headquartered or whose primary business activities or principal trading markets are in developing countries. A developing country is a country included in the MSCI Emerging Markets Index and other countries determined by the Adviser to be developing countries based on classifications made by the International Monetary Fund or on country characteristics similar to those of the countries in the EM index.
BARON Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Baron Emerging. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Baron Emerging position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Baron Emerging's important profitability drivers and their relationship over time.
Use Baron Emerging in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Baron Emerging position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Baron Emerging will appreciate offsetting losses from the drop in the long position's value.Baron Emerging Pair Trading
Baron Emerging Markets Pair Trading Analysis
The ability to find closely correlated positions to Baron Emerging could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Baron Emerging when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Baron Emerging - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Baron Emerging Markets to buy it.
The correlation of Baron Emerging is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Baron Emerging moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Baron Emerging Markets moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Baron Emerging can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Baron Emerging position
In addition to having Baron Emerging in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run ISP Thematic Idea Now
ISP
Internet Service Providers (ISP) companies and IT providers specializing in internet technologies. The ISP theme has 41 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize ISP Theme or any other thematic opportunities.
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Other Information on Investing in BARON Mutual Fund
To fully project Baron Emerging's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Baron Emerging Markets at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Baron Emerging's income statement, its balance sheet, and the statement of cash flows.
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