Baron Durable Competition

BDAUX Fund

USD 29.42 0.30 1.03%

Baron Durable Advantage competes with Baron Partners, Nasdaq 100, Nasdaq 100, Ultranasdaq 100, and Internet Ultrasector; as well as few others. The fund is listed under Large Growth category and is part of Baron Capital Group family. Analyzing Baron Durable competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Baron Durable to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Baron Durable Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Baron Durable competition on your existing holdings.

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Baron Durable's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
28.49	29.42	30.35

Details

Intrinsic

Valuation

Low	Real	High
26.43	27.36	32.36

Details

Baron Durable Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Baron Durable and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Baron and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Baron Durable Advantage does not affect the price movement of the other competitor.

	BPTIX	RYVLX	RYCCX	UOPSX	INPSX
BPTIX		0.76	0.65	0.9	0.91	BPTIX
RYVLX	0.76		0.98	0.94	0.9	RYVLX
RYCCX	0.65	0.98		0.87	0.84	RYCCX
UOPSX	0.9	0.94	0.87		0.95	UOPSX
INPSX	0.91	0.9	0.84	0.95		INPSX
	BPTIX	RYVLX	RYCCX	UOPSX	INPSX

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Risk-Adjusted Indicators

There is a big difference between Baron Mutual Fund performing well and Baron Durable Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Baron Durable's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
BPTIX	1.63	0.49	0.25	(1.52)	1.33	(1.95)	4.19	(2.81)	15.67
RYVLX	1.59	0.16	0.05	2.78	2.50	(1.52)	3.07	(4.83)	12.68
RYCCX	1.62	0.13	0.03	1.86	2.76	(1.52)	3.07	(4.84)	13.87
UOPSX	1.52	0.24	0.08	3.84	2.05	(1.55)	3.10	(3.13)	12.66
INPSX	1.26	0.36	0.18	3.10	1.44	(1.48)	2.96	(2.28)	10.61

Unable to evaluate fundamental data of [BPTIX, RYVLX, RYCCX, UOPSX, INPSX] at this time. Please try again later

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Baron Durable Competitive Analysis

The better you understand Baron Durable competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Baron Durable's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Baron Durable's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

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	BDAUX	BPTIX	RYVLX	RYCCX	UOPSX	INPSX
	1.03 29.42 Baron	0.75 234.23 Baron	0.30 591.73 Nasdaq	0.30 416.17 Nasdaq	0.29 84.70 Ultranasdaq	0.59 37.21 Internet
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	OK	Good	Modest	Insignificant	OK	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Hold	Strong Sell	Strong Sell	Sell	Strong Buy
Net Asset	8.18 M	6.92 B	735.68 M	735.68 M	539.91 M	317.49 M
Minimum Initial Investment	N/A	1000 K	N/A	N/A	N/A	N/A
Price To Book	N/A	3.24 X	4.56 X	4.56 X	4.48 X	4.04 X
Five Year Return	17.41 %	30.04 %	29.82 %	28.82 %	27.72 %	11.32 %
One Year Return	30.17 %	37.89 %	49.56 %	48.47 %	48.92 %	47.54 %
Last Dividend Paid	0.01	N/A	N/A	N/A	N/A	N/A
Price To Earning	N/A	27.01 X	20.67 X	20.67 X	1.00 X	0.51 X
Price To Sales	N/A	3.26 X	2.92 X	2.92 X	2.83 X	3.60 X
Cash Position Weight	2.64 %	N/A	14.90 %	14.90 %	25.58 %	23.80 %
Equity Positions Weight	97.36 %	95.69 %	81.39 %	81.39 %	71.18 %	73.28 %
Three Year Return	13.33 %	7.87 %	8.30 %	7.49 %	9.38 %	(1.25) %
Annual Yield	0.0008 %	N/A	N/A	N/A	N/A	N/A
Year To Date Return	27.81 %	36.03 %	48.91 %	47.85 %	44.47 %	45.55 %
Ten Year Return	N/A	16.29 %	32.76 %	31.75 %	31.29 %	26.39 %
Daily Balance Of Power	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)
Day Typical Price	29.42	234.23	591.73	416.17	84.7	37.21
Period Momentum Indicator	0.3	(1.77)	(1.78)	(1.26)	(0.25)	(0.22)
Rate Of Daily Change	1.01	0.99	1.0	1.0	1.0	0.99
Day Median Price	29.42	234.23	591.73	416.17	84.7	37.21
Price Action Indicator	0.15	(0.89)	(0.89)	(0.63)	(0.12)	(0.11)
Coefficient Of Variation	1015.74	507.33	1267.5	1625.11	847.61	458.94
Mean Deviation	0.6643	1.63	1.59	1.62	1.52	1.26
Jensen Alpha	0.0819	0.4888	0.1643	0.131	0.2369	0.3603
Total Risk Alpha	0.0304	0.3411	0.0447	0.0065	0.1243	0.2715
Sortino Ratio	0.0359	0.2481	0.0452	0.0309	0.0809	0.1776
Downside Variance	1.08	3.03	7.49	8.67	5.89	3.29
Standard Deviation	0.9202	2.46	2.24	2.34	2.12	1.72
Kurtosis	3.19	4.62	2.14	3.19	2.09	2.55
Potential Upside	1.22	4.19	3.07	3.07	3.1	2.96
Treynor Ratio	(2.62)	(1.52)	2.78	1.86	3.84	3.1
Maximum Drawdown	5.79	15.67	12.68	13.87	12.66	10.61
Variance	0.8467	6.06	5.03	5.49	4.48	2.97
Market Risk Adjusted Performance	(2.61)	(1.51)	2.79	1.87	3.85	3.11
Risk Adjusted Performance	0.0795	0.1633	0.0691	0.0555	0.0999	0.1784
Skewness	(1.08)	1.46	(1.02)	(1.28)	(0.78)	(0.62)
Semi Deviation	0.9573	1.33	2.5	2.76	2.05	1.44
Information Ratio	0.0406	0.1755	0.0551	0.0388	0.0928	0.187
Value At Risk	(1.15)	(2.81)	(4.83)	(4.84)	(3.13)	(2.28)
Expected Short fall	(0.72)	(1.95)	(1.52)	(1.52)	(1.55)	(1.48)
Downside Deviation	1.04	1.74	2.74	2.94	2.43	1.81
Semi Variance	0.9164	1.77	6.27	7.59	4.21	2.09

Baron Durable Competition Performance Charts

Five steps to successful analysis of Baron Durable Competition

Baron Durable's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Baron Durable Advantage in relation to its competition. Baron Durable's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Baron Durable in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Baron Durable's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Baron Durable Advantage, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Baron Durable position

In addition to having Baron Durable in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Corporate Bonds Funds

Funds or Etfs investing in different types of corporate debt instruments. The Corporate Bonds Funds theme has 46 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Corporate Bonds Funds Theme or any other thematic opportunities.

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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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