Baron Wealthbuilder Year To Date Return vs. Five Year Return
| BWBIX Fund | USD 21.52 0.01 0.05% |
For Baron Wealthbuilder profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Baron Wealthbuilder to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Baron Wealthbuilder Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Baron Wealthbuilder's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Baron Wealthbuilder Fund over time as well as its relative position and ranking within its peers.
Baron |
Baron Wealthbuilder Five Year Return vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Baron Wealthbuilder's current stock value. Our valuation model uses many indicators to compare Baron Wealthbuilder value to that of its competitors to determine the firm's financial worth. Baron Wealthbuilder Fund is the top fund in year to date return among similar funds. It also is the top fund in five year return among similar funds reporting about 0.76 of Five Year Return per Year To Date Return. The ratio of Year To Date Return to Five Year Return for Baron Wealthbuilder Fund is roughly 1.32 . 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 Wealthbuilder's earnings, one of the primary drivers of an investment's value.Baron Five Year Return vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Baron Wealthbuilder |
| = | 19.85 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Baron Wealthbuilder |
| = | 14.99 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Baron Five Year Return Comparison
Baron Wealthbuilder is currently under evaluation in five year return among similar funds.
Baron Wealthbuilder Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Baron Wealthbuilder, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Baron Wealthbuilder will eventually generate negative long term returns. The profitability progress is the general direction of Baron Wealthbuilder's change in net profit over the period of time. It can combine multiple indicators of Baron Wealthbuilder, 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 invests, at any given time, in the securities of a select number of Baron mutual funds , representing specific investment strategies. It normally invests in a variety of domestic and international equity funds. The Adviser seeks to invest in businesses that the Adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.
Baron Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Baron Wealthbuilder. 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 Wealthbuilder 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 Wealthbuilder's important profitability drivers and their relationship over time.
Use Baron Wealthbuilder 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 Wealthbuilder 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 Wealthbuilder will appreciate offsetting losses from the drop in the long position's value.Baron Wealthbuilder Pair Trading
Baron Wealthbuilder Fund Pair Trading Analysis
The ability to find closely correlated positions to Baron Wealthbuilder 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 Wealthbuilder 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 Wealthbuilder - 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 Wealthbuilder Fund to buy it.
The correlation of Baron Wealthbuilder 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 Wealthbuilder moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Baron Wealthbuilder 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 Wealthbuilder 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 Wealthbuilder position
In addition to having Baron Wealthbuilder 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 Macroaxis Picks Thematic Idea Now
Macroaxis Picks
Daily selected watch list of stocks of large companies handpicked by Macroaxis Team based on their diversification potential. The Macroaxis Picks theme has 49 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 Macroaxis Picks Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Baron Mutual Fund
To fully project Baron Wealthbuilder's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Baron Wealthbuilder 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 Wealthbuilder's income statement, its balance sheet, and the statement of cash flows.
| Share Portfolio Track or share privately all of your investments from the convenience of any device | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |