Baron Mutual Fund Manager Performance Evaluation

BDAUX -  USA Fund  

USD 19.30  0.03  0.16%

The fund shows a Beta (market volatility) of 0.9562, which signifies possible diversification benefits within a given portfolio. Let's try to break down what Baron's beta means in this case. Baron Durable returns are very sensitive to returns on the market. As the market goes up or down, Baron Durable is expected to follow. Even though it is essential to pay attention to Baron Durable Advantage historical returns, it is always good to be careful when utilizing equity current trending patterns. Our philosophy towards foreseeing any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Baron Durable Advantage exposes twenty-six different technical indicators, which can help you to evaluate its performance.

Baron Mutual Fund Performance 

 
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Baron Performance
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Over the last 90 days Baron Durable Advantage has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Baron Durable is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low15.16
Fifty Two Week High20.79
Annual Report Expense Ratio0.70%

Baron Durable Relative Risk vs. Return Landscape

If you would invest  1,961  in Baron Durable Advantage on October 19, 2021 and sell it today you would lose (31.00)  from holding Baron Durable Advantage or give up 1.58% of portfolio value over 90 days. Baron Durable Advantage is currently producing negative expected returns and takes up 1.0531% volatility of returns over 90 trading days. Put another way, 9% 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.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon Baron Durable is expected to under-perform the market. In addition to that, the company is 1.33 times more volatile than its market benchmark. It trades about -0.02 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.03 per unit of volatility.

Baron Durable Current Valuation

Fairly Valued
Today
19.30
17th of January 2022
Share
Please note that Baron Durable's price fluctuation is very steady at this time.
Baron Durable Advantage shows a prevailing Real Value of $19.49 per share. The current price of the fund is $19.3. At this time, the entity appears to be fairly valued. We determine the value of Baron Durable Advantage from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued instruments and dropping overvalued instruments since, at some point, stock prices and their ongoing real values will blend.
Our valuation method for Baron Durable Advantage 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 Durable. Since Baron Durable is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baron Mutual Fund. However, Baron Durable'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.
19.49
Real Value
20.54
Upside
Estimating the potential upside or downside of Baron Durable Advantage 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 Durable more accurately as focusing exclusively on Baron Durable's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
18.9119.9420.98
Details
Hype
Prediction
LowEstimated ValueHigh
18.2519.3020.35
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.0063310.0063330.006336
Details

Baron Durable Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Baron Durable's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Baron Durable Advantage, and traders can use it to determine the average amount a Baron Durable'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 = -0.0188

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Negative ReturnsBDAUX
Estimated Market Risk
 1.05
  actual daily
 
 9 %
of total potential
 
99
Expected Return
 -0.02
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.02
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 0 %
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00
Based on monthly moving average Baron Durable is performing at about 0% 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 Durable by adding it to a well-diversified portfolio.

About Baron Durable Performance

To evaluate Baron Durable Advantage 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 Durable 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 Durable Advantage stock market performance in a much more refined way. At Macroaxis, we take it even further. 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 investment seeks capital appreciation through investments primarily in securities of large-sized companies. Baron Durable is traded on NASDAQ Exchange in the United States.

Things to note about Baron Durable Advantage

Checking the ongoing alerts about Baron Durable for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Baron Durable Advantage help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Baron Durable Alerts

Equity Alerts and Improvement Suggestions

Baron Durable generated a negative expected return over the last 90 days
Baron Durable is unlikely to experience financial distress in the next 2 years
The fund holds 95.02% of its assets under management (AUM) in equities
Continue to Trending Equities. Note that the Baron Durable Advantage information on this page should be used as a complementary analysis to other Baron Durable'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 Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.

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When running Baron Durable Advantage 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 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 Baron Durable value 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.