Baron Durable Financials
| BDAIX Fund | USD 25.13 0.11 0.44% |
Baron |
Please note that past performance is not an indicator of the future performance of Baron Durable, 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 Durable Fund Summary
Baron Durable competes with Morningstar Unconstrained, Via Renewables, Jpmorgan Equity, Knife River, and Ampleforth. The fund invests primarily in equity securities in the form of common stock of U.S. large-sized companies. The Adviser seeks to invest primarily in what the adviser believes are unique, well-managed, competitively advantaged businesses that generate significant excess free cash flow that is consistently returned to shareholders in the form of stock buybacks andor dividends.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Baron Investment Funds |
| Mutual Fund Family | Baron Capital Group, Inc. |
| Mutual Fund Category | Large Growth |
| Benchmark | NYSE Composite |
| Phone | 800 992 2766 |
| Currency | USD - US Dollar |
You should never invest in Baron Durable Advantage without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Baron Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Baron Durable's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Baron Durable Key Financial Ratios
Generally speaking, Baron Durable's financial ratios allow both analysts and investors to convert raw data from Baron Durable's financial statements into concise, actionable information that can be used to evaluate the performance of Baron Durable over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Baron Durable Advantage reports annually and quarterly.Baron Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Baron Durable's current stock value. Our valuation model uses many indicators to compare Baron Durable value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Durable competition to find correlations between indicators driving Baron Durable's intrinsic value. More Info.Baron Durable Advantage is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 12,116 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Baron Durable by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Baron Durable'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.Baron Durable Advantage Systematic Risk
Baron Durable's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Baron Durable 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.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Baron Durable Advantage correlated with the market. If Beta is less than 0 Baron Durable generally moves in the opposite direction as compared to the market. If Baron Durable Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Baron Durable Advantage is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Baron Durable is generally in the same direction as the market. If Beta > 1 Baron Durable moves generally in the same direction as, but more than the movement of the benchmark.
Baron Durable June 4, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Baron Durable help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Baron Durable Advantage. We use our internally-developed statistical techniques to arrive at the intrinsic value of Baron Durable Advantage 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 Durable's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9355 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 3.26 | |||
| Value At Risk | (1.38) | |||
| Potential Upside | 1.5 |
Other Information on Investing in Baron Mutual Fund
Baron Durable financial ratios help investors to determine whether Baron Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baron with respect to the benefits of owning Baron Durable security.
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