Baron Small Cap Fund Technical Analysis
| BSFIX Fund | USD 29.53 0.04 0.14% |
As of the 14th of February 2026, Baron Small shows the Risk Adjusted Performance of 0.0741, downside deviation of 1.13, and Mean Deviation of 0.9939. Baron Small Cap technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
Baron Small Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Baron, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to BaronBaron |
Baron Small 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Baron Small's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Baron Small.
| 11/16/2025 |
| 02/14/2026 |
If you would invest 0.00 in Baron Small on November 16, 2025 and sell it all today you would earn a total of 0.00 from holding Baron Small Cap or generate 0.0% return on investment in Baron Small over 90 days. Baron Small is related to or competes with Ab Bond, Lord Abbett, Aqr Managed, Arrow Managed, and Guidepath(r) Managed. The fund invests 80 percent of its net assets in equity securities in the form of common stock of U.S More
Baron Small Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Baron Small's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Baron Small Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.13 | |||
| Information Ratio | 0.0419 | |||
| Maximum Drawdown | 11.51 | |||
| Value At Risk | (1.87) | |||
| Potential Upside | 2.42 |
Baron Small Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baron Small's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Baron Small's standard deviation. In reality, there are many statistical measures that can use Baron Small historical prices to predict the future Baron Small's volatility.| Risk Adjusted Performance | 0.0741 | |||
| Jensen Alpha | 0.0667 | |||
| Total Risk Alpha | 0.0083 | |||
| Sortino Ratio | 0.0591 | |||
| Treynor Ratio | 0.1264 |
Baron Small February 14, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0741 | |||
| Market Risk Adjusted Performance | 0.1364 | |||
| Mean Deviation | 0.9939 | |||
| Semi Deviation | 0.9656 | |||
| Downside Deviation | 1.13 | |||
| Coefficient Of Variation | 1166.57 | |||
| Standard Deviation | 1.6 | |||
| Variance | 2.55 | |||
| Information Ratio | 0.0419 | |||
| Jensen Alpha | 0.0667 | |||
| Total Risk Alpha | 0.0083 | |||
| Sortino Ratio | 0.0591 | |||
| Treynor Ratio | 0.1264 | |||
| Maximum Drawdown | 11.51 | |||
| Value At Risk | (1.87) | |||
| Potential Upside | 2.42 | |||
| Downside Variance | 1.28 | |||
| Semi Variance | 0.9323 | |||
| Expected Short fall | (1.19) | |||
| Skewness | 2.72 | |||
| Kurtosis | 14.04 |
Baron Small Cap Backtested Returns
Baron Small appears to be very steady, given 3 months investment horizon. Baron Small Cap secures Sharpe Ratio (or Efficiency) of 0.12, which signifies that the fund had a 0.12 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Baron Small Cap, which you can use to evaluate the volatility of the entity. Please makes use of Baron Small's Downside Deviation of 1.13, risk adjusted performance of 0.0741, and Mean Deviation of 0.9939 to double-check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 1.0, which signifies a somewhat significant risk relative to the market. Baron Small returns are very sensitive to returns on the market. As the market goes up or down, Baron Small is expected to follow.
Auto-correlation | -0.74 |
Almost perfect reverse predictability
Baron Small Cap has almost perfect reverse predictability. Overlapping area represents the amount of predictability between Baron Small time series from 16th of November 2025 to 31st of December 2025 and 31st of December 2025 to 14th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Baron Small Cap price movement. The serial correlation of -0.74 indicates that around 74.0% of current Baron Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.74 | |
| Spearman Rank Test | -0.6 | |
| Residual Average | 0.0 | |
| Price Variance | 0.58 |
Baron Small technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Baron Small Cap Technical Analysis
The output start index for this execution was one with a total number of output elements of sixty. The Normalized Average True Range is used to analyze tradable apportunities for Baron Small Cap across different markets.
About Baron Small Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Baron Small Cap on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Baron Small Cap based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Baron Small Cap price pattern first instead of the macroeconomic environment surrounding Baron Small Cap. By analyzing Baron Small's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Baron Small's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Baron Small specific price patterns or momentum indicators. Please read more on our technical analysis page.
Baron Small February 14, 2026 Technical Indicators
Most technical analysis of Baron help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Baron from various momentum indicators to cycle indicators. When you analyze Baron charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0741 | |||
| Market Risk Adjusted Performance | 0.1364 | |||
| Mean Deviation | 0.9939 | |||
| Semi Deviation | 0.9656 | |||
| Downside Deviation | 1.13 | |||
| Coefficient Of Variation | 1166.57 | |||
| Standard Deviation | 1.6 | |||
| Variance | 2.55 | |||
| Information Ratio | 0.0419 | |||
| Jensen Alpha | 0.0667 | |||
| Total Risk Alpha | 0.0083 | |||
| Sortino Ratio | 0.0591 | |||
| Treynor Ratio | 0.1264 | |||
| Maximum Drawdown | 11.51 | |||
| Value At Risk | (1.87) | |||
| Potential Upside | 2.42 | |||
| Downside Variance | 1.28 | |||
| Semi Variance | 0.9323 | |||
| Expected Short fall | (1.19) | |||
| Skewness | 2.72 | |||
| Kurtosis | 14.04 |
Baron Small February 14, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Baron stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | (Huge) | ||
| Rate Of Daily Change | 1.00 | ||
| Day Median Price | 29.53 | ||
| Day Typical Price | 29.53 | ||
| Price Action Indicator | (0.02) |
Other Information on Investing in Baron Mutual Fund
Baron Small 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 Small security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| 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 | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |