Baron Small Cap Fund Manager Performance Evaluation
| BSCUX Fund | USD 33.76 0.16 0.48% |
The fund shows a Beta (market volatility) of 0.26, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Baron Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Baron Small is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Baron Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio | 1.0600 |
Baron |
Baron Small Relative Risk vs. Return Landscape
If you would invest 3,749 in Baron Small Cap on September 28, 2024 and sell it today you would lose (373.00) from holding Baron Small Cap or give up 9.95% of portfolio value over 90 days. Baron Small Cap is currently producing negative expected returns and takes up 1.9169% volatility of returns over 90 trading days. Put another way, 17% 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 Small Current Valuation
Undervalued
Today
Please note that Baron Small's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Baron Small Cap shows a prevailing Real Value of $34.39 per share. The current price of the fund is $33.76. We determine the value of Baron Small Cap 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baron Mutual Fund. However, Baron Small'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 33.76 | Real 34.39 | Hype 33.6 |
The intrinsic value of Baron Small'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 Small'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 Small Cap 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 Small more accurately as focusing exclusively on Baron Small's fundamentals will not take into account other important factors: Baron Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baron Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Baron Small Cap, and traders can use it to determine the average amount a Baron Small'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 = -0.0782
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BSCUX |
Estimated Market Risk
| 1.92 actual daily | 17 83% of assets are more volatile |
Expected Return
| -0.15 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 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 Fundamentals Growth
Baron Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baron Small, and Baron Small 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.
| Total Asset | 4.36 B | ||||
About Baron Small Performance
Evaluating Baron Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baron Small 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 Small 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 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.Things to note about Baron Small Cap performance evaluation
Checking the ongoing alerts about Baron Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baron Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Baron Small Cap generated a negative expected return over the last 90 days | |
| The fund holds about 6.89% of its assets under management (AUM) in cash |
- Analyzing Baron Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Baron Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baron Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baron Small's mutual fund. These opinions can provide insight into Baron Small's potential for growth and whether the stock is currently undervalued or overvalued.
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.
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