Baron Partners Fund Price on December 3, 2024
| BPTUX Fund | USD 233.12 3.08 1.34% |
Below is the normalized historical share price chart for Baron Partners extending back to August 31, 2016. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Baron Partners stands at 233.12, as last reported on the 13th of December 2024, with the highest price reaching 233.12 and the lowest price hitting 233.12 during the day.
If you're considering investing in Baron Mutual Fund, it is important to understand the factors that can impact its price. Baron Partners appears to be very steady, given 3 months investment horizon. Baron Partners secures Sharpe Ratio (or Efficiency) of 0.24, which signifies that the fund had a 0.24% return per unit of risk over the last 3 months. By analyzing Baron Partners' technical indicators, you can evaluate if the expected return of 0.57% is justified by implied risk. Please makes use of Baron Partners' Mean Deviation of 1.52, risk adjusted performance of 0.1769, and Downside Deviation of 1.42 to double-check if our risk estimates are consistent with your expectations.
Baron Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Baron |
Sharpe Ratio = 0.2404
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Estimated Market Risk
| 2.36 actual daily | 21 79% of assets are more volatile |
Expected Return
| 0.57 actual daily | 11 89% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 18 82% of assets perform better |
Based on monthly moving average Baron Partners is performing at about 18% 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 Partners by adding it to a well-diversified portfolio.
Baron Partners Valuation on December 3, 2024
It is possible to determine the worth of Baron Partners on a given historical date. On December 3, 2024 Baron was worth 199.57 at the beginning of the trading date compared to the closed value of 199.57. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Baron Partners mutual fund. Still, in general, we apply an absolute valuation method to find Baron Partners' value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Baron Partners where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Baron Partners' related companies.
| Open | High | Low | Close | Volume | |
| 200.72 | 200.72 | 200.72 | 200.72 | 1.00 | |
12/03/2024 | 199.57 | 199.57 | 199.57 | 199.57 | 1.00 |
| 202.17 | 202.17 | 202.17 | 202.17 | 1.00 |
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Baron Partners Trading Date Momentum on December 3, 2024
| On December 04 2024 Baron Partners was traded for 202.17 at the closing time. The highest daily price throughout the period was 202.17 and the lowest price was 202.17 . There was no trading activity during the period 1.0. Lack of trading volume on 12/04/2024 added to the next day price jump. The overall trading delta to closing price of the next trading day was 1.30% . The overall trading delta to current closing price is 16.81% . |
Baron Partners Fundamentals Correlations and Trends
By evaluating Baron Partners' financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Baron Partners' main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Baron financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Baron Partners Mutual Fund history
Baron Partners investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Baron is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Baron Partners will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Baron Partners stock prices may prove useful in developing a viable investing in Baron Partners
The fund invests for the long term primarily in equity securities in the form of common stock of U.S. growth companies of any market capitalization. The Adviser seeks to invest in businesses the advisor believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation. To take advantage of opportunities to invest, the fund may borrow money from banks in an amount up to one-third of its total assets, which include assets purchased with borrowed money. It is non-diversified.
Baron Partners Mutual Fund Technical Analysis
Baron Partners technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Baron Partners Period Price Range
Low | December 13, 2024
| High |
0.00 | 0.00 |
Baron Partners cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Baron Partners December 13, 2024 Market Strength
Market strength indicators help investors to evaluate how Baron Partners mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Baron Partners shares will generate the highest return on investment. By undertsting and applying Baron Partners mutual fund market strength indicators, traders can identify Baron Partners entry and exit signals to maximize returns
Baron Partners Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Baron Partners' price direction in advance. Along with the technical and fundamental analysis of Baron Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Baron to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1769 | |||
| Jensen Alpha | 0.3956 | |||
| Total Risk Alpha | 0.2083 | |||
| Sortino Ratio | 0.3049 | |||
| Treynor Ratio | 0.3928 |
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Other Information on Investing in Baron Mutual Fund
Baron Partners 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 Partners security.
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