Baron Fifth Five Year Return vs. One Year Return
BFTHX Fund | USD 49.89 1.62 3.15% |
For Baron Fifth profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Baron Fifth to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Baron Fifth Avenue utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Baron Fifth's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Baron Fifth Avenue over time as well as its relative position and ranking within its peers.
Baron |
Baron Fifth Avenue One Year Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Baron Fifth's current stock value. Our valuation model uses many indicators to compare Baron Fifth value to that of its competitors to determine the firm's financial worth. Baron Fifth Avenue is the top fund in five year return among similar funds. It also is the top fund in one year return among similar funds reporting about 0.65 of One Year Return per Five Year Return. The ratio of Five Year Return to One Year Return for Baron Fifth Avenue is roughly 1.53 . 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 Fifth's earnings, one of the primary drivers of an investment's value.Baron One Year Return vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Baron Fifth |
| = | 14.83 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Baron Fifth |
| = | 9.68 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Baron One Year Return Comparison
Baron Fifth is currently under evaluation in one year return among similar funds.
Baron Fifth Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Baron Fifth, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Baron Fifth will eventually generate negative long term returns. The profitability progress is the general direction of Baron Fifth's change in net profit over the period of time. It can combine multiple indicators of Baron Fifth, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The investment seeks capital appreciation through investments primarily in securities of large-sized growth companies. Baron Fifth is traded on NASDAQ Exchange in the United States.
Baron Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Baron Fifth. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Baron Fifth position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Baron Fifth's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Baron Fifth without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your Baron Fifth position
In addition to having Baron Fifth in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Heavy Metals
Companies involved in mining, production, and distribution of various industrial metals and minerals. The Heavy Metals theme has 43 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Heavy Metals Theme or any other thematic opportunities.
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Other Information on Investing in Baron Mutual Fund
To fully project Baron Fifth's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Baron Fifth Avenue at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Baron Fifth's income statement, its balance sheet, and the statement of cash flows.
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