Baron Partners Financial Statements From 2010 to 2024
| BPTRX Fund | USD 190.18 3.04 1.62% |
Check Baron Partners financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Baron Partners' 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 Partners Valuation or Volatility modules.
Baron |
Baron Partners Fund Mutual Fund Year To Date Return Analysis
Baron Partners' 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 Partners Year To Date Return | 18.26 % |
Most of Baron Partners' 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 Partners 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 Partners Fund has a Year To Date Return of 18.261%. This is much higher than that of the Baron Capital Group, Inc. family and significantly higher than that of the Large Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Baron Partners Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Baron Partners's current stock value. Our valuation model uses many indicators to compare Baron Partners value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Partners competition to find correlations between indicators driving Baron Partners's intrinsic value. More Info.Baron Partners 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 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Baron Partners Fund is roughly 8.34 . 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 Partners' earnings, one of the primary drivers of an investment's value.About Baron Partners Financial Statements
Baron Partners investors use historical fundamental indicators, such as Baron Partners' 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 Partners. 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. growth companies of any market capitalization. The Adviser seeks to invest in businesses the advisor believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation. To take advantage of opportunities to invest, the fund may borrow money from banks in an amount up to one-third of its total assets, which include assets purchased with borrowed money. 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 Partners 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 Partners security.
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