Baron Real Estate Fund Ten Year Return
| BREUX Fund | USD 34.76 0.22 0.63% |
Baron Real Estate fundamentals help investors to digest information that contributes to Baron Real's financial success or failures. It also enables traders to predict the movement of Baron Mutual Fund. The fundamental analysis module provides a way to measure Baron Real's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Baron Real mutual fund.
Baron |
Baron Real Estate Mutual Fund Ten Year Return Analysis
Baron Real's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Baron Real Ten Year Return | 13.63 % |
Most of Baron Real's fundamental indicators, such as Ten 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 Real Estate is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
| Competition |
Based on the latest financial disclosure, Baron Real Estate has a Ten Year Return of 13.63%. This is 28.1% higher than that of the Baron Capital Group family and significantly higher than that of the Real Estate category. The ten year return for all United States funds is notably lower than that of the firm.
Baron Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Baron Real's direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Baron Real could also be used in its relative valuation, which is a method of valuing Baron Real by comparing valuation metrics of similar companies.Baron Real is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Baron Real
The fund consists of 87.83% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Baron Real's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Baron Fundamentals
| Total Asset | 1.25 B | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 1.62 % | ||||
| One Year Return | 20.52 % | ||||
| Three Year Return | (0.19) % | ||||
| Five Year Return | 13.49 % | ||||
| Ten Year Return | 13.63 % | ||||
| Net Asset | 851.02 M | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 12.17 % | ||||
| Equity Positions Weight | 87.83 % |
About Baron Real Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Baron Real Estate's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Baron Real using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Baron Real Estate based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Baron Real
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 Real 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 Real will appreciate offsetting losses from the drop in the long position's value.Moving against Baron Mutual Fund
| 0.76 | HR | Healthcare Realty Trust Financial Report 14th of May 2024 | PairCorr |
| 0.75 | KW | Kennedy Wilson Holdings Financial Report 1st of May 2024 | PairCorr |
| 0.74 | ECRO | Ecc Cap Corp | PairCorr |
| 0.53 | UK | Ucommune International Report 23rd of April 2024 | PairCorr |
| 0.53 | DOUG | Douglas Elliman Financial Report 9th of May 2024 | PairCorr |
The ability to find closely correlated positions to Baron Real 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 Real 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 Real - 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 Real Estate to buy it.
The correlation of Baron Real 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 Real moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Baron Real Estate 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 Real 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.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 employment. You can also try the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..