Baron Discovery Fund Market Value
| BDFIX Fund | USD 35.10 0.53 1.49% |
| Symbol | Baron |
Baron Discovery '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 Discovery's 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 Discovery.
| 11/06/2025 |
| 02/04/2026 |
If you would invest 0.00 in Baron Discovery on November 6, 2025 and sell it all today you would earn a total of 0.00 from holding Baron Discovery Fund or generate 0.0% return on investment in Baron Discovery over 90 days. Baron Discovery is related to or competes with Baron Discovery, Value Line, Siit Dynamic, Baron Opportunity, Baron Opportunity, Focused Dynamic, and Income Growth. The fund is a diversified fund that invests for the long term primarily in equity securities in the form of common stock... More
Baron Discovery 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 Discovery's 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 Discovery Fund upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.09) | |||
| Maximum Drawdown | 4.54 | |||
| Value At Risk | (1.82) | |||
| Potential Upside | 1.66 |
Baron Discovery Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baron Discovery's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Baron Discovery's standard deviation. In reality, there are many statistical measures that can use Baron Discovery historical prices to predict the future Baron Discovery's volatility.| Risk Adjusted Performance | (0.03) | |||
| Jensen Alpha | (0.10) | |||
| Total Risk Alpha | (0.12) | |||
| Treynor Ratio | (0.05) |
Baron Discovery February 4, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.03) | |||
| Market Risk Adjusted Performance | (0.04) | |||
| Mean Deviation | 0.8276 | |||
| Coefficient Of Variation | (2,370) | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.12 | |||
| Information Ratio | (0.09) | |||
| Jensen Alpha | (0.10) | |||
| Total Risk Alpha | (0.12) | |||
| Treynor Ratio | (0.05) | |||
| Maximum Drawdown | 4.54 | |||
| Value At Risk | (1.82) | |||
| Potential Upside | 1.66 | |||
| Skewness | 0.0028 | |||
| Kurtosis | (0) |
Baron Discovery Backtested Returns
At this stage we consider Baron Mutual Fund to be very steady. Baron Discovery secures Sharpe Ratio (or Efficiency) of close to zero, which signifies that the fund had a close to zero % return per unit of risk over the last 3 months. We have found twenty-one technical indicators for Baron Discovery Fund, which you can use to evaluate the volatility of the entity. Please confirm Baron Discovery's Standard Deviation of 1.06, mean deviation of 0.8276, and Risk Adjusted Performance of (0.03) to double-check if the risk estimate we provide is consistent with the expected return of 0.0017%. The fund shows a Beta (market volatility) of 1.08, which signifies a somewhat significant risk relative to the market. Baron Discovery returns are very sensitive to returns on the market. As the market goes up or down, Baron Discovery is expected to follow.
Auto-correlation | 0.06 |
Virtually no predictability
Baron Discovery Fund has virtually no predictability. Overlapping area represents the amount of predictability between Baron Discovery time series from 6th of November 2025 to 21st of December 2025 and 21st of December 2025 to 4th of February 2026. 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 Discovery price movement. The serial correlation of 0.06 indicates that barely 6.0% of current Baron Discovery price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.06 | |
| Spearman Rank Test | 0.15 | |
| Residual Average | 0.0 | |
| Price Variance | 0.51 |
Also Currently Popular
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 Discovery 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 Discovery security.
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