Baron Real Estate Fund Manager Performance Evaluation
| BREIX Fund | USD 35.64 0.03 0.08% |
The fund shows a Beta (market volatility) of 1.65, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Baron Real will likely underperform.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Baron Real Estate are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Baron Real is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Baron Real Estate Fund Q1 2024 Shareholder Letter - Seeking Alpha | 04/23/2024 |
| Expense Ratio Date | 28th of April 2023 | |
| Expense Ratio | 1.0700 |
Baron |
Baron Real Relative Risk vs. Return Landscape
If you would invest 3,497 in Baron Real Estate on January 26, 2024 and sell it today you would earn a total of 67.00 from holding Baron Real Estate or generate 1.92% return on investment over 90 days. Baron Real Estate is currently producing 0.0376% returns and takes up 1.1864% volatility of returns over 90 trading days. Put another way, 10% 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 |
Baron Real Current Valuation
Fairly Valued
Today
Please note that Baron Real's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Baron Real Estate shows a prevailing Real Value of $35.89 per share. The current price of the fund is $35.64. We determine the value of Baron Real Estate 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 Real Estate 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 Real. Since Baron Real is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baron Mutual Fund. However, Baron Real'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 35.64 | Real 35.89 | Hype 35.67 | Naive 35.16 |
The real value of Baron Mutual Fund, also known as its intrinsic value, is the underlying worth of Baron Real Estate Mutual Fund, which is reflected in its stock price. It is based on Baron Real's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Baron Real'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 Real'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.
Estimating the potential upside or downside of Baron Real Estate 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 Real more accurately as focusing exclusively on Baron Real's fundamentals will not take into account other important factors: Baron Real Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baron Real's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Baron Real Estate, and traders can use it to determine the average amount a Baron Real'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 = 0.0317
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BREIX |
Estimated Market Risk
| 1.19 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Baron Real is performing at about 2% 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 Real by adding it to a well-diversified portfolio.
Baron Real Fundamentals Growth
Baron Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baron Real, and Baron Real 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.
| Price To Earning | 25.85 X | |||
| Price To Book | 2.65 X | |||
| Price To Sales | 2.11 X | |||
| Total Asset | 1.17 B | |||
About Baron Real Performance
To evaluate Baron Real Estate 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 Real 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 Real Estate 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 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.Things to note about Baron Real Estate performance evaluation
Checking the ongoing alerts about Baron Real for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baron Real Estate 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: Baron Real Estate Fund Q1 2024 Shareholder Letter - Seeking Alpha | |
| The fund generated three year return of -2.0% | |
| Baron Real Estate holds about 5.31% of its assets under management (AUM) in cash |
- Analyzing Baron Real'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 Real's stock is overvalued or undervalued compared to its peers.
- Examining Baron Real'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 Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baron Real's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baron Real's mutual fund. These opinions can provide insight into Baron Real's potential for growth and whether the stock is currently undervalued or overvalued.
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 gross domestic product. You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.