Baron Small Cap Fund Price on October 8, 2024
| BSCUX Fund | USD 33.37 0.39 1.16% |
Below is the normalized historical share price chart for Baron Small Cap extending back to January 28, 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 Small stands at 33.37, as last reported on the 28th of December, with the highest price reaching 33.37 and the lowest price hitting 33.37 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 Small Cap secures Sharpe Ratio (or Efficiency) of -0.087, which signifies that the fund had a -0.087% return per unit of risk over the last 3 months. Baron Small Cap exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please confirm Baron Small's Standard Deviation of 1.87, mean deviation of 0.9964, and Risk Adjusted Performance of (0.06) to double-check the risk estimate we provide.
Baron Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Baron |
Sharpe Ratio = -0.087
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| Negative Returns | BSCUX |
Estimated Market Risk
| 1.91 actual daily | 17 83% of assets are more volatile |
Expected Return
| -0.17 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Baron Small is not performing at its full potential. However, 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 Small by adding Baron Small to a well-diversified portfolio.
Baron Small Valuation on October 8, 2024
It is possible to determine the worth of Baron Small on a given historical date. On October 8, 2024 Baron was worth 37.36 at the beginning of the trading date compared to the closed value of 37.36. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Baron Small mutual fund. Still, in general, we apply an absolute valuation method to find Baron Small's 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 Small where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Baron Small's related companies.
| Open | High | Low | Close | Volume | |
| 37.27 | 37.27 | 37.27 | 37.27 | 1.00 | |
10/08/2024 | 37.36 | 37.36 | 37.36 | 37.36 | 1.00 |
| 37.63 | 37.63 | 37.63 | 37.63 | 1.00 |
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Baron Small Trading Date Momentum on October 8, 2024
| On October 09 2024 Baron Small Cap was traded for 37.63 at the closing time. The highest daily price throughout the period was 37.63 and the lowest price was 37.63 . There was no trading activity during the period 1.0. Lack of trading volume on 10/09/2024 added to the next day price jump. The overall trading delta to closing price of the next trading day was 0.72% . The overall trading delta to current closing price is 3.02% . |
Baron Small Cap Fundamentals Correlations and Trends
By evaluating Baron Small's 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 Small's 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 Small Mutual Fund history
Baron Small 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 Small Cap 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 Small stock prices may prove useful in developing a viable investing in Baron Small
The fund invests 80 percent of its net assets in equity securities in the form of common stock of U.S. small-sized growth companies. BAMCO, Inc. defines small-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to 2.5 billion, whichever is larger.
Baron Small Mutual Fund Technical Analysis
Baron Small 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 Small Period Price Range
Low | December 28, 2024
| High |
0.00 | 0.00 |
Baron Small Cap 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 Small December 28, 2024 Market Strength
Market strength indicators help investors to evaluate how Baron Small 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 Small shares will generate the highest return on investment. By undertsting and applying Baron Small mutual fund market strength indicators, traders can identify Baron Small Cap entry and exit signals to maximize returns
Baron Small Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Baron Small's 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 | (0.06) | |||
| Jensen Alpha | (0.17) | |||
| Total Risk Alpha | (0.20) | |||
| Treynor Ratio | (0.16) |
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| Volume Indicators |
Other Information on Investing in Baron Mutual Fund
Baron Small 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 Small security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |