Baron International Annual Yield vs. Five Year Return
Taking into consideration Baron International's profitability measurements, Baron International 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 International'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 signals in gross domestic product.
Please note, there is a significant difference between Baron International's value and its price as these two are different measures arrived at by different means. Investors typically determine if Baron International is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Baron International'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 International profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Baron International to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Baron International Growth utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Baron International's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Baron International Growth over time as well as its relative position and ranking within its peers.
BARON |
Baron International Five Year Return vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Baron International's current stock value. Our valuation model uses many indicators to compare Baron International value to that of its competitors to determine the firm's financial worth. Baron International Growth is the top fund in annual yield among similar funds. It also is the top fund in five year return among similar funds reporting about 677.73 of Five Year Return per Annual Yield. 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 International's earnings, one of the primary drivers of an investment's value.BARON Five Year Return vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Baron International |
| = | 0.01 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Baron International |
| = | 4.47 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
BARON Five Year Return Comparison
Baron International is currently under evaluation in five year return among similar funds.
Baron International Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Baron International, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Baron International will eventually generate negative long term returns. The profitability progress is the general direction of Baron International's change in net profit over the period of time. It can combine multiple indicators of Baron International, 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 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. Baron International 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 International. 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 International 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 International's important profitability drivers and their relationship over time.
Use Baron International in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Baron International position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Baron International will appreciate offsetting losses from the drop in the long position's value.Baron International Pair Trading
Baron International Growth Pair Trading Analysis
The ability to find closely correlated positions to Yum Brands could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Yum Brands when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Yum Brands - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Yum Brands to buy it.
The correlation of Yum Brands is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Yum Brands moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Yum Brands moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Yum Brands can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Baron International position
In addition to having Baron International 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 Investor Favorites Thematic Idea Now
Investor Favorites
Macroaxis most traded equities with largest long positions over the last 2 years. The Investor Favorites theme has 21 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 Investor Favorites 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 signals in gross domestic product. You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.
Other Tools for BARON Mutual Fund
When running Baron International's price analysis, check to measure Baron International'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 International is operating at the current time. Most of Baron International's value examination focuses on studying past and present price action to predict the probability of Baron International'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 International's price. Additionally, you may evaluate how the addition of Baron International to your portfolios can decrease your overall portfolio volatility.
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