Baron International Growth Fund Manager Performance Evaluation
| BINIX Fund | USD 27.58 0.10 0.36% |
The fund shows a Beta (market volatility) of 0.5, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Baron International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Baron International is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Baron International Growth are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Baron International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of April 2023 | |
| Expense Ratio | 0.9500 |
Baron |
Baron International Relative Risk vs. Return Landscape
If you would invest 2,736 in Baron International Growth on September 2, 2024 and sell it today you would earn a total of 22.00 from holding Baron International Growth or generate 0.8% return on investment over 90 days. Baron International Growth is currently producing 0.0152% returns and takes up 0.7452% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Baron, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Baron International Current Valuation
Fairly Valued
Today
Please note that Baron International's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Baron International shows a prevailing Real Value of $27.63 per share. The current price of the fund is $27.58. We determine the value of Baron International from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Baron International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baron Mutual Fund. However, Baron International's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 27.58 | Real 27.63 | Hype 27.58 | Naive 27.88 |
The intrinsic value of Baron International's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Baron International's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Baron International Growth helps investors to forecast how Baron mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Baron International more accurately as focusing exclusively on Baron International's fundamentals will not take into account other important factors: Baron International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baron International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Baron International Growth, and traders can use it to determine the average amount a Baron International's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0205
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BINIX |
Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Baron International is performing at about 1% 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 International by adding it to a well-diversified portfolio.
Baron International Fundamentals Growth
Baron Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baron International, and Baron International fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Baron Mutual Fund performance.
| Price To Earning | 22.19 X | ||||
| Price To Book | 2.69 X | ||||
| Price To Sales | 2.64 X | ||||
| Total Asset | 325.92 M | ||||
About Baron International Performance
Evaluating Baron International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baron International has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Baron International has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund is a diversified fund that invests for the long term primarily in equity securities in the form of common stock of non-U.S. growth companies. It seeks to diversify its investments among several developed countries and developing countries throughout the world, although the fund may only invest up to 35 percent of its net assets in developing countries. Developing countries include countries in the MSCI Emerging Markets Index, countries in the MSCI Frontier Markets Index and other countries determined by the Adviser to be developing countries based on classifications.Things to note about Baron International performance evaluation
Checking the ongoing alerts about Baron International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baron International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -6.0% | |
| Baron International holds 95.27% of its assets under management (AUM) in equities |
- Analyzing Baron International's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Baron International's stock is overvalued or undervalued compared to its peers.
- Examining Baron International's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Baron International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baron International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baron International's mutual fund. These opinions can provide insight into Baron International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Baron Mutual Fund
Baron International 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 International security.
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