Baron Mutual Fund Manager Performance Evaluation

BRIUX
 Fund
  

USD 13.42  0.08  0.60%   

The fund shows a Beta (market volatility) of 1.0197, which signifies a somewhat significant risk relative to the market. Let's try to break down what Baron's beta means in this case. Baron Real returns are very sensitive to returns on the market. As the market goes up or down, Baron Real is expected to follow. Even though it is essential to pay attention to Baron Real Estate historical returns, it is always good to be careful when utilizing equity current trending patterns. Our philosophy towards foreseeing any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Baron Real Estate exposes twenty-one different technical indicators, which can help you to evaluate its performance.
  
Baron Performance
0 of 100
Over the last 90 days Baron Real Estate has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Baron Real is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Baron Price Channel

Fifty Two Week Low13.65
Fifty Two Week High18.05
Annual Report Expense Ratio0.80%

Baron Real Relative Risk vs. Return Landscape

If you would invest  1,441  in Baron Real Estate on August 30, 2022 and sell it today you would lose (99.00)  from holding Baron Real Estate or give up 6.87% of portfolio value over 90 days. Baron Real Estate is currently producing negative expected returns and takes up 1.8215% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Baron, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon Baron Real is expected to under-perform the market. In addition to that, the company is 1.32 times more volatile than its market benchmark. It trades about -0.05 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.08 per unit of volatility.

Baron Real Current Valuation

Fairly Valued
Today 13.42
Please note that Baron Real's price fluctuation is not too volatile at this time.
Baron Real Estate shows a prevailing Real Value of $13.42 per share. The current price of the fund is $13.42. At this time, the entity appears to be fairly valued. 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.
Our valuation method for Baron Real Estate is useful when determining the fair value of the Baron mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Baron Real. 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.
13.42
Real Value
15.24
Upside
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:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
12.5013.0113.53
Details
Hype
Prediction
LowEstimated ValueHigh
11.6213.4415.26
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.250.250.26
Details

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 = -0.0531

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Negative ReturnsBRIUX
Estimated Market Risk
 1.82
  actual daily
 
 15 %
of total potential
 
1515
Expected Return
 -0.1
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.05
  actual daily
 
 0 %
of total potential
 
00
Based on monthly moving average Baron Real is performing at about 0% 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.

About Baron Real Performance

To evaluate Baron Real Estate Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Baron Real generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Baron Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Baron Real Estate market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Baron's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
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. Baron Real is traded on NASDAQ Exchange in the United States.

Things to note about Baron Real Estate

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.

Baron Real Alerts

Equity Alerts and Improvement Suggestions

Baron Real Estate generated a negative expected return over the last 90 days
Baron Real Estate is unlikely to experience financial distress in the next 2 years
Latest headline from news.google.com: Three small tanks with a large impact - The Fence Post
The fund holds 97.34% of its assets under management (AUM) in equities
Continue to Trending Equities. You can also try Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.

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When running Baron Real Estate price analysis, check to measure Baron Real's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Baron Real is operating at the current time. Most of Baron Real's value examination focuses on studying past and present price action to predict the probability of Baron Real's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Baron Real's price. Additionally, you may evaluate how the addition of Baron Real to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Baron Real's value and its price as these two are different measures arrived at by different means. Investors typically determine Baron Real value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Baron Real's 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.