Baron Health Financial Statements From 2010 to 2025
| BHCHX Fund | USD 18.41 0.22 1.18% |
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.
Baron |
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.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
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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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 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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