Baron Durable Financial Statements From 2010 to 2024

BDAUX Fund  USD 25.02  0.02  0.08%   
Baron Durable financial statements provide useful quarterly and yearly information to potential Baron Durable Advantage investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Baron Durable financial statements helps investors assess Baron Durable's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Baron Durable's valuation are summarized below:
Baron Durable Advantage does not presently have any fundamental signals for analysis.
Check Baron Durable financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Baron main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Baron financial statements analysis is a perfect complement when working with Baron Durable Valuation or Volatility modules.
  
This module can also supplement various Baron Durable Technical models . Check out the analysis of Baron Durable Correlation against competitors.

Baron One Year Return Analysis

Baron Durable's 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.

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About One Year Return | All Equity Analysis

Current Baron Durable One Year Return

    
  45.78 %  
Most of Baron Durable's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Baron Durable Advantage is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
Competition

Baron Durable One Year Return Component Assessment

Based on the recorded statements, Baron Durable Advantage has an One Year Return of 45.7754%. This is 230.27% higher than that of the Baron Capital Group family and significantly higher than that of the Large Growth category. The one year return for all United States funds is notably lower than that of the firm.

Baron Durable Advantage Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Baron Durable's current stock value. Our valuation model uses many indicators to compare Baron Durable value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Durable competition to find correlations between indicators driving Baron Durable's intrinsic value. More Info.
Baron Durable Advantage is rated below average in last dividend paid among similar funds. It is rated below average in annual yield among similar funds fabricating about  0.10  of Annual Yield per Last Dividend Paid. The ratio of Last Dividend Paid to Annual Yield for Baron Durable Advantage is roughly  10.00 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Baron Durable by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Baron Durable's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Durable's earnings, one of the primary drivers of an investment's value.

About Baron Durable Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Baron Durable income statement, its balance sheet, and the statement of cash flows. Baron Durable investors use historical funamental indicators, such as Baron Durable's revenue or net income, to determine how well the company is positioned to perform in the future. Although Baron Durable investors may use each financial statement separately, they are all related. The changes in Baron Durable's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Baron Durable's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Baron Durable Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Baron Durable. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in equity securities in the form of common stock of U.S. large-sized companies. The Adviser seeks to invest primarily in what the adviser believes are unique, well-managed, competitively advantaged businesses that generate significant excess free cash flow that is consistently returned to shareholders in the form of stock buybacks andor dividends.

Pair Trading with Baron Durable

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 Durable 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 Durable will appreciate offsetting losses from the drop in the long position's value.

Moving together with Baron Mutual Fund

  0.63BIGUX Baron Intl GrowthPairCorr
  0.8BREUX Baron Real EstatePairCorr
  0.98BIOUX Baron Opportunity FundPairCorr

Moving against Baron Mutual Fund

  0.67BPTUX Baron PartnersPairCorr
The ability to find closely correlated positions to Baron Durable 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 Durable 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 Durable - 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 Durable Advantage to buy it.
The correlation of Baron Durable 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 Durable moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Baron Durable Advantage 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 Durable 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.
Pair CorrelationCorrelation Matching
Check out the analysis of Baron Durable Correlation against competitors.
You can also try the Transaction History module to view history of all your transactions and understand their impact on performance.

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When running Baron Durable's price analysis, check to measure Baron Durable's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Baron Durable is operating at the current time. Most of Baron Durable's value examination focuses on studying past and present price action to predict the probability of Baron Durable's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Baron Durable's price. Additionally, you may evaluate how the addition of Baron Durable to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Baron Durable's value and its price as these two are different measures arrived at by different means. Investors typically determine if Baron Durable is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Baron Durable's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.