Baron Emerging Markets Fund Manager Performance Evaluation

BEXIX Fund  USD 14.22  0.15  1.07%   
The fund shows a Beta (market volatility) of 0.77, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Baron Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Baron Emerging is expected to be smaller as well.

Risk-Adjusted Performance

7 of 100

 
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Compared to the overall equity markets, risk-adjusted returns on investments in Baron Emerging Markets are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Baron Emerging is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Campaign funds used to pay Biden legal bills in classified documents inquiry - The Guardian US
04/12/2024
Expense Ratio Date28th of April 2023
Expense Ratio1.1200
  

Baron Emerging Relative Risk vs. Return Landscape

If you would invest  1,363  in Baron Emerging Markets on January 25, 2024 and sell it today you would earn a total of  59.00  from holding Baron Emerging Markets or generate 4.33% return on investment over 90 days. Baron Emerging Markets is currently producing 0.0708% returns and takes up 0.6951% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Baron, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Baron Emerging is expected to generate 1.22 times less return on investment than the market. In addition to that, the company is 1.09 times more volatile than its market benchmark. It trades about 0.1 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.14 per unit of volatility.

Baron Emerging Current Valuation

Fairly Valued
Today
14.22
Please note that Baron Emerging's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Baron Emerging Markets shows a prevailing Real Value of $14.15 per share. The current price of the fund is $14.22. We determine the value of Baron Emerging Markets from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Our valuation method for Baron Emerging Markets is useful when determining the fair value of the Baron mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Baron Emerging. Since Baron Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baron Mutual Fund. However, Baron Emerging's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  14.22 Real  14.15 Hype  14.2
The real value of Baron Mutual Fund, also known as its intrinsic value, is the underlying worth of Baron Emerging Markets Mutual Fund, which is reflected in its stock price. It is based on Baron Emerging's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Baron Emerging's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Baron Emerging's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
14.15
Real Value
14.84
Upside
Estimating the potential upside or downside of Baron Emerging Markets helps investors to forecast how Baron mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Baron Emerging more accurately as focusing exclusively on Baron Emerging's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
13.5114.2014.89
Details

Baron Emerging Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Baron Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Baron Emerging Markets, and traders can use it to determine the average amount a Baron Emerging's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.1018

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Estimated Market Risk

 0.7
  actual daily
6
94% of assets are more volatile

Expected Return

 0.07
  actual daily
1
99% of assets have higher returns

Risk-Adjusted Return

 0.1
  actual daily
7
93% of assets perform better
Based on monthly moving average Baron Emerging is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Baron Emerging by adding it to a well-diversified portfolio.

Baron Emerging Fundamentals Growth

Baron Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baron Emerging, and Baron Emerging fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Baron Mutual Fund performance.

About Baron Emerging Performance

To evaluate Baron Emerging Markets Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Baron Emerging generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Baron Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Baron Emerging Markets market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Baron's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
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.

Things to note about Baron Emerging Markets performance evaluation

Checking the ongoing alerts about Baron Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baron Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Latest headline from news.google.com: Campaign funds used to pay Biden legal bills in classified documents inquiry - The Guardian US
Baron Emerging Markets generated five year return of 0.0%
This fund holds about 6.16% of its assets under management (AUM) in cash
Evaluating Baron Emerging's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Baron Emerging's mutual fund performance include:
  • Analyzing Baron Emerging's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Baron Emerging's stock is overvalued or undervalued compared to its peers.
  • Examining Baron Emerging's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Baron Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baron Emerging's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Baron Emerging's mutual fund. These opinions can provide insight into Baron Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Baron Emerging's mutual fund performance is not an exact science, and many factors can impact Baron Emerging's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Baron Emerging Markets. 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 gross domestic product.
You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
Please note, there is a significant difference between Baron Emerging's value and its price as these two are different measures arrived at by different means. Investors typically determine if Baron Emerging is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Baron Emerging'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.