Baron Focused Ten Year Return vs. One Year Return
Based on the measurements of profitability obtained from Baron Focused's financial statements, Baron Focused Growth 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 Focused'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 Focused's value and its price as these two are different measures arrived at by different means. Investors typically determine if Baron Focused is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Baron Focused'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 Focused profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Baron Focused to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Baron Focused Growth utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Baron Focused's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Baron Focused Growth over time as well as its relative position and ranking within its peers.
Baron |
Baron Focused Growth One Year Return vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Baron Focused's current stock value. Our valuation model uses many indicators to compare Baron Focused value to that of its competitors to determine the firm's financial worth. Baron Focused Growth is the top fund in ten year return among similar funds. It also is the top fund in one year return among similar funds reporting about 2.39 of One Year Return per Ten Year Return. 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 Focused's earnings, one of the primary drivers of an investment's value.Baron One Year Return vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Baron Focused |
| = | 12.60 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Baron Focused |
| = | 30.12 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Baron One Year Return Comparison
Baron Focused is currently under evaluation in one year return among similar funds.
Baron Focused Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Baron Focused, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Baron Focused will eventually generate negative long term returns. The profitability progress is the general direction of Baron Focused's change in net profit over the period of time. It can combine multiple indicators of Baron Focused, 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. small- and mid-sized growth companies. Baron Focused 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 Focused. 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 Focused 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 Focused'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 Focused 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?
Run Odds Of Bankruptcy Now
Odds Of BankruptcyGet analysis of equity chance of financial distress in the next 2 years |
| All Next | Launch Module |
Use Investing Themes to Complement your Baron Focused position
In addition to having Baron Focused 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?
Run Insurance Thematic Idea Now
Insurance
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Insurance theme has 61 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 Insurance Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Baron Mutual Fund
To fully project Baron Focused's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Baron Focused Growth at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Baron Focused's income statement, its balance sheet, and the statement of cash flows.
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes |