Baron Health Financial Statements From 2010 to 2025

BHCHX Fund  USD 18.41  0.22  1.18%   
Baron Health financial statements provide useful quarterly and yearly information to potential Baron Health Care investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Baron Health financial statements helps investors assess Baron Health's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Baron Health's valuation are summarized below:
Baron Health Care does not presently have any fundamental signals for analysis.
Check Baron Health financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Baron Health'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 Health Valuation or Volatility modules.
  
This module can also supplement various Baron Health Technical models . Check out the analysis of Baron Health Correlation against competitors.

Baron Health Care Mutual Fund Three Year Return Analysis

Baron Health's 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.

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Three Year Return | All Equity Analysis

Current Baron Health Three Year Return

    
  2.25 %  
Most of Baron Health's fundamental indicators, such as Three 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 Health Care is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
Competition

Based on the latest financial disclosure, Baron Health Care has a Three Year Return of 2.2501%. This is much higher than that of the Baron Capital Group, Inc. family and significantly higher than that of the Health category. The three year return for all United States funds is notably lower than that of the firm.

Baron Health Care Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Baron Health's current stock value. Our valuation model uses many indicators to compare Baron Health value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Health competition to find correlations between indicators driving Baron Health's intrinsic value. More Info.
Baron Health Care is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about  270.42  of Year To Date 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 Health's earnings, one of the primary drivers of an investment's value.

About Baron Health Financial Statements

Baron Health investors use historical fundamental indicators, such as Baron Health'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 Health. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities in the form of common stock of companies engaged in the research, development, production, sale, delivery or distribution of products and services related to the health care industry. The Adviser uses various criteria to determine whether an issuer is engaged in activities related to the health care industry. It is non-diversified.

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Other Information on Investing in Baron Mutual Fund

Baron Health 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 Health security.
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