Baron Discovery Financials
| BDFUX Fund | USD 33.12 0.34 1.04% |
Baron |
Please note that you must use caution to infer results of funds 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 Discovery Fund Summary
Baron Discovery competes with Baron Real, Baron Real, Baron Real, Baron Small, and Baron Asset. The fund is a diversified fund that invests for the long term primarily in equity securities in the form of common stock of U.S. small-sized growth companies. The Adviser seeks to invest in businesses the adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.Specialization | Small Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Baron Investment Funds |
| Mutual Fund Family | Baron Capital Group |
| Mutual Fund Category | Small Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 992 2766 |
| Currency | USD - US Dollar |
Baron Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Baron Discovery's current stock value. Our valuation model uses many indicators to compare Baron Discovery value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Discovery competition to find correlations between indicators driving Baron Discovery's intrinsic value. More Info.Baron Discovery Fund is fifth largest fund in year to date return among similar funds. It also is fifth largest fund in one year return among similar funds reporting about 1.14 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Baron Discovery's earnings, one of the primary drivers of an investment's value.Baron Discovery Systematic Risk
Baron Discovery's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Baron Discovery 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 Discovery correlated with the market. If Beta is less than 0 Baron Discovery generally moves in the opposite direction as compared to the market. If Baron Discovery Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Baron Discovery is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Baron Discovery is generally in the same direction as the market. If Beta > 1 Baron Discovery moves generally in the same direction as, but more than the movement of the benchmark.
Baron Discovery December 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Baron Discovery help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Baron Discovery Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Baron Discovery Fund 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 Discovery's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.23 | |||
| Information Ratio | 0.0798 | |||
| Maximum Drawdown | 8.45 | |||
| Value At Risk | (1.82) | |||
| Potential Upside | 1.84 |
Other Information on Investing in Baron Mutual Fund
Baron Discovery 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 Discovery security.
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