Baron Asset Financial Statements From 2010 to 2025
| BARUX Fund | USD 98.62 1.06 1.09% |
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.
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Baron Asset Fund Mutual Fund Five Year Return Analysis
Baron Asset's 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.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Baron Asset Five Year Return | 7.87 % |
Most of Baron Asset's fundamental indicators, such as Five Year 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.
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.
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Baron Asset Five Year Return Component Assessment
According to the company disclosure, Baron Asset Fund has a Five Year Return of 7.874%. This is 58.05% lower than that of the Baron Capital Group family and 61.38% lower than that of the Mid-Cap Growth category. The five year return for all United States funds is 143.02% 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 rated below average in year to date return among similar funds. It is the top fund in one year return among similar funds reporting about 30.19 of One Year Return per Year To Date 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 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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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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