Baron Asset Three Year Return vs. Year To Date Return
Based on Baron Asset's profitability indicators, Baron Asset Fund may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Baron Asset's ability to earn profits and add value for shareholders.
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as various price indices.
Please note, there is a significant difference between Baron Asset's value and its price as these two are different measures arrived at by different means. Investors typically determine if Baron Asset is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Baron Asset's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
For Baron Asset profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Baron Asset to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Baron Asset Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Baron Asset's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Baron Asset Fund over time as well as its relative position and ranking within its peers.
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Baron Asset Fund Year To Date Return vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Baron Asset's current stock value. Our valuation model uses many indicators to compare Baron Asset value to that of its competitors to determine the firm's financial worth. Baron Asset Fund is fourth largest fund in three year return among similar funds. It is the top fund in year to date return among similar funds . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Baron Asset's earnings, one of the primary drivers of an investment's value.Baron Year To Date Return vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Baron Asset |
| = | (1.03) % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Baron Asset |
| = | 11.88 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Baron Year To Date Return Comparison
Baron Asset is currently under evaluation in year to date return among similar funds.
Baron Asset Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Baron Asset, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Baron Asset will eventually generate negative long term returns. The profitability progress is the general direction of Baron Asset's change in net profit over the period of time. It can combine multiple indicators of Baron Asset, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests for the long term primarily in equity securities in the form of common stock of U.S. mid-sized growth companies. Baron Asset is traded on NASDAQ Exchange in the United States.
Baron Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Baron Asset. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Baron Asset position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Baron Asset's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Baron Asset without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your Baron Asset position
In addition to having Baron Asset in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Alternative Energy
Large and mid-size companies, ETFs and funds that are either investing or directly involved in providing energy derived from sources not connected to fossil fuels, do not consume natural resources, and do not harm the environment. This includes wind power, nuclear and solar energy, biofuel, ethanol, hydrogen and others alternative sources of energy. The Alternative Energy theme has 42 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Alternative Energy Theme or any other thematic opportunities.
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Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as various price indices. You can also try the Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.
Other Tools for Baron Mutual Fund
When running Baron Asset's price analysis, check to measure Baron Asset's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Baron Asset is operating at the current time. Most of Baron Asset's value examination focuses on studying past and present price action to predict the probability of Baron Asset's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Baron Asset's price. Additionally, you may evaluate how the addition of Baron Asset to your portfolios can decrease your overall portfolio volatility.
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