Baron Partners Fund Market Value

BPTRX Fund  USD 171.00  4.90  2.95%   
Baron Partners' market value is the price at which a share of Baron Partners trades on a public exchange. It measures the collective expectations of Baron Partners Fund investors about its performance. Baron Partners is trading at 171.00 as of the 17th of March 2025; that is 2.95 percent increase since the beginning of the trading day. The fund's open price was 166.1.
With this module, you can estimate the performance of a buy and hold strategy of Baron Partners Fund and determine expected loss or profit from investing in Baron Partners over a given investment horizon. Check out Baron Partners Correlation, Baron Partners Volatility and Baron Partners Alpha and Beta module to complement your research on Baron Partners.
Symbol

Please note, there is a significant difference between Baron Partners' value and its price as these two are different measures arrived at by different means. Investors typically determine if Baron Partners is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Baron Partners' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Baron Partners 'What if' Analysis

In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Baron Partners' mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Baron Partners.
0.00
12/17/2024
No Change 0.00  0.0 
In 2 months and 31 days
03/17/2025
0.00
If you would invest  0.00  in Baron Partners on December 17, 2024 and sell it all today you would earn a total of 0.00 from holding Baron Partners Fund or generate 0.0% return on investment in Baron Partners over 90 days. Baron Partners is related to or competes with Nasdaq-100 Fund, Meridian Growth, Baron Opportunity, Baron Small, and Baron Focused. The fund invests for the long term primarily in equity securities in the form of common stock of U.S More

Baron Partners Upside/Downside Indicators

Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Baron Partners' mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Baron Partners Fund upside and downside potential and time the market with a certain degree of confidence.

Baron Partners Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Baron Partners' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Baron Partners' standard deviation. In reality, there are many statistical measures that can use Baron Partners historical prices to predict the future Baron Partners' volatility.
Hype
Prediction
LowEstimatedHigh
169.05171.16173.27
Details
Intrinsic
Valuation
LowRealHigh
150.94153.05188.10
Details
Naive
Forecast
LowNextHigh
166.65168.76170.86
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
161.33175.93190.52
Details

Baron Partners Backtested Returns

Baron Partners secures Sharpe Ratio (or Efficiency) of -0.23, which signifies that the fund had a -0.23 % return per unit of risk over the last 3 months. Baron Partners Fund exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please confirm Baron Partners' Mean Deviation of 1.72, risk adjusted performance of (0.07), and Standard Deviation of 2.43 to double-check the risk estimate we provide. The fund shows a Beta (market volatility) of 1.09, which signifies a somewhat significant risk relative to the market. Baron Partners returns are very sensitive to returns on the market. As the market goes up or down, Baron Partners is expected to follow.

Auto-correlation

    
  0.23  

Weak predictability

Baron Partners Fund has weak predictability. Overlapping area represents the amount of predictability between Baron Partners time series from 17th of December 2024 to 31st of January 2025 and 31st of January 2025 to 17th of March 2025. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Baron Partners price movement. The serial correlation of 0.23 indicates that over 23.0% of current Baron Partners price fluctuation can be explain by its past prices.
Correlation Coefficient0.23
Spearman Rank Test0.27
Residual Average0.0
Price Variance233.97

Baron Partners lagged returns against current returns

Autocorrelation, which is Baron Partners mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Baron Partners' mutual fund expected returns. We can calculate the autocorrelation of Baron Partners returns to help us make a trade decision. For example, suppose you find that Baron Partners has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
   Current and Lagged Values   
       Timeline  

Baron Partners regressed lagged prices vs. current prices

Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Baron Partners mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Baron Partners mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Baron Partners mutual fund over time.
   Current vs Lagged Prices   
       Timeline  

Baron Partners Lagged Returns

When evaluating Baron Partners' market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Baron Partners mutual fund have on its future price. Baron Partners autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Baron Partners autocorrelation shows the relationship between Baron Partners mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Baron Partners Fund.
   Regressed Prices   
       Timeline  

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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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