Baron Real Estate Fund Manager Performance Evaluation
| BRIIX Fund | USD 17.76 0.04 0.22% |
The fund shows a Beta (market volatility) of 0.39, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Baron Real's returns are expected to increase less than the market. However, during the bear market, the loss of holding Baron Real is expected to be smaller as well.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Baron Real Estate are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Baron Real may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 28th of April 2023 | |
| Expense Ratio | 0.8000 |
Baron |
Baron Real Relative Risk vs. Return Landscape
If you would invest 1,588 in Baron Real Estate on September 3, 2024 and sell it today you would earn a total of 188.00 from holding Baron Real Estate or generate 11.84% return on investment over 90 days. Baron Real Estate is currently producing 0.1782% returns and takes up 0.8143% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Baron, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Baron Real Current Valuation
Undervalued
Today
Please note that Baron Real's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Baron Real Estate shows a prevailing Real Value of $19.45 per share. The current price of the fund is $17.76. We determine the value of Baron Real Estate from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Baron Real is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baron Mutual Fund. However, Baron Real's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 17.76 | Real 19.45 | Hype 17.76 | Naive 18.14 |
The intrinsic value of Baron Real's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Baron Real's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Baron Real Estate helps investors to forecast how Baron mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Baron Real more accurately as focusing exclusively on Baron Real's fundamentals will not take into account other important factors: Baron Real Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baron Real's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Baron Real Estate, and traders can use it to determine the average amount a Baron Real's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2189
| Best Portfolio | Best Equity | |||
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| Average Returns | ||||
| Small Returns | BRIIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.81 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Baron Real is performing at about 17% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Baron Real by adding it to a well-diversified portfolio.
Baron Real Fundamentals Growth
Baron Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baron Real, and Baron Real fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Baron Mutual Fund performance.
| Total Asset | 108.3 M | |||
About Baron Real Performance
Evaluating Baron Real's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baron Real has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Baron Real has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in real estate income-producing securities and other real estate securities of any market capitalization, including common stocks and equity securities, debt and preferred securities, non-U.S. real estate income-producing securities, and any other real estate-related yield securities. It is likely to maintain a significant portion of its assets in real estate investment trusts . The fund is non-diversified.Things to note about Baron Real Estate performance evaluation
Checking the ongoing alerts about Baron Real for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baron Real Estate help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 8.26% of its assets under management (AUM) in cash |
- Analyzing Baron Real's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Baron Real's stock is overvalued or undervalued compared to its peers.
- Examining Baron Real's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Baron Real's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baron Real's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baron Real's mutual fund. These opinions can provide insight into Baron Real's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Baron Mutual Fund
Baron Real 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 Real security.
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