Baron Asset Financial Statements From 2010 to 2024
| BARAX Fund | USD 113.51 2.50 2.25% |
Check Baron Asset financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Baron Asset's main balance sheet or income statement drivers, such as , as well as many indicators such as . Baron financial statements analysis is a perfect complement when working with Baron Asset Valuation or Volatility modules.
Baron |
Baron Asset Fund Mutual Fund Year To Date Return Analysis
Baron Asset's 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.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Baron Asset Year To Date Return | 13.94 % |
Most of Baron Asset's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Baron Asset Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
| Competition |
In accordance with the company's disclosures, Baron Asset Fund has a Year To Date Return of 13.9447%. This is much higher than that of the Baron Capital Group, Inc. family and significantly higher than that of the Mid-Cap Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Baron Asset Fund Fundamental Drivers Relationships
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. You can analyze the relationship between different fundamental ratios across Baron Asset competition to find correlations between indicators driving Baron Asset's intrinsic value. More Info.Baron Asset Fund is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Baron Asset Fund is roughly 7.48 . 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.About Baron Asset Financial Statements
Baron Asset investors use historical fundamental indicators, such as Baron Asset's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Baron Asset. Please read more on our technical analysis and fundamental analysis pages.
The fund invests for the long term primarily in equity securities in the form of common stock of U.S. mid-sized growth companies. BAMCO, Inc. defines mid-sized companies as those, at the time of purchase, with market capitalizations above 2.5 billion or the smallest market cap stock in the Russell Midcap Growth Index at reconstitution, whichever is larger, and below the largest market cap stock in the Russell Midcap Growth Index at reconstitution.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Baron Mutual Fund
Baron Asset 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 Asset security.
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