Baron Real Financials
| BREFX Fund | USD 33.91 0.35 1.04% |
Baron |
Please note that past performance is not an indicator of the future performance of Baron Real, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Baron Real Fund Summary
Baron Real competes with Baron Opportunity, Baron Global, Baron Partners, Baron Focused, and Baron Emerging. The fund normally invests 80 percent of its net assets for the long term in equity securities in the form of common stock of U.S. and non-U.S. real estate and real estate-related companies of any market capitalization, and in companies which, in the opinion of the Adviser, own significant real estate assets at the time of investment . It will invest more than 25 percent of its net assets in the real estate industry.Specialization | Real Estate, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US06828M7020 |
| Business Address | Baron Select Funds |
| Mutual Fund Family | Baron Capital Group, Inc. |
| Mutual Fund Category | Real Estate |
| Benchmark | NYSE Composite |
| Phone | 800 992 2766 |
| Currency | USD - US Dollar |
Baron Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Baron Real's current stock value. Our valuation model uses many indicators to compare Baron Real value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Real competition to find correlations between indicators driving Baron Real's intrinsic value. More Info.Baron Real Estate is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Baron Real Estate is roughly 8.01 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Baron Real by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Baron Real'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 Real's earnings, one of the primary drivers of an investment's value.Baron Real Estate Systematic Risk
Baron Real's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Baron Real volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Baron Real Estate correlated with the market. If Beta is less than 0 Baron Real generally moves in the opposite direction as compared to the market. If Baron Real Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Baron Real Estate is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Baron Real is generally in the same direction as the market. If Beta > 1 Baron Real moves generally in the same direction as, but more than the movement of the benchmark.
Baron Real April 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Baron Real help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Baron Real Estate. We use our internally-developed statistical techniques to arrive at the intrinsic value of Baron Real Estate based on widely used predictive technical indicators. In general, we focus on analyzing Baron Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Baron Real's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.48 | |||
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 5.81 | |||
| Value At Risk | (2.02) | |||
| Potential Upside | 1.49 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Baron Real Estate. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Baron Real Estate information on this page should be used as a complementary analysis to other Baron Real's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.