Baron Wealthbuilder Fund Manager Performance Evaluation
| BWBTX Fund | USD 21.78 0.01 0.05% |
The fund shows a Beta (market volatility) of 0.0738, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Baron Wealthbuilder's returns are expected to increase less than the market. However, during the bear market, the loss of holding Baron Wealthbuilder is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Baron Wealthbuilder Fund are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Baron Wealthbuilder may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 1.1900 |
Baron |
Baron Wealthbuilder Relative Risk vs. Return Landscape
If you would invest 2,008 in Baron Wealthbuilder Fund on September 28, 2024 and sell it today you would earn a total of 170.00 from holding Baron Wealthbuilder Fund or generate 8.47% return on investment over 90 days. Baron Wealthbuilder Fund is currently producing 0.1344% returns and takes up 1.0351% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Baron, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Baron Wealthbuilder Current Valuation
Fairly Valued
Today
Please note that Baron Wealthbuilder's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Baron Wealthbuilder shows a prevailing Real Value of $21.57 per share. The current price of the fund is $21.78. We determine the value of Baron Wealthbuilder 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 Wealthbuilder is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baron Mutual Fund. However, Baron Wealthbuilder'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 21.78 | Real 21.57 | Hype 21.78 |
The intrinsic value of Baron Wealthbuilder'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 Wealthbuilder'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 Wealthbuilder Fund 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 Wealthbuilder more accurately as focusing exclusively on Baron Wealthbuilder's fundamentals will not take into account other important factors: Baron Wealthbuilder Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baron Wealthbuilder's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Baron Wealthbuilder Fund, and traders can use it to determine the average amount a Baron Wealthbuilder'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 = 0.1298
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| Cash | BWBTX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.04 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Baron Wealthbuilder is performing at about 10% 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 Wealthbuilder by adding it to a well-diversified portfolio.
Baron Wealthbuilder Fundamentals Growth
Baron Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baron Wealthbuilder, and Baron Wealthbuilder 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 | 457.23 M | ||||
About Baron Wealthbuilder Performance
Evaluating Baron Wealthbuilder's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baron Wealthbuilder 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 Wealthbuilder 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, at any given time, in the securities of a select number of Baron mutual funds , representing specific investment strategies. It normally invests in a variety of domestic and international equity funds. The Adviser seeks to invest in businesses that the Adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.Things to note about Baron Wealthbuilder performance evaluation
Checking the ongoing alerts about Baron Wealthbuilder for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baron Wealthbuilder help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 96.61% of its assets under management (AUM) in equities |
- Analyzing Baron Wealthbuilder'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 Wealthbuilder's stock is overvalued or undervalued compared to its peers.
- Examining Baron Wealthbuilder'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 Wealthbuilder's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baron Wealthbuilder's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baron Wealthbuilder's mutual fund. These opinions can provide insight into Baron Wealthbuilder's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Baron Mutual Fund
Baron Wealthbuilder 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 Wealthbuilder security.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |