Baron India Correlations

Mutual Funds . USA . 
Fund . Baron India Institutional
BINDX Fund   9.54  0.06  0.63%   
The current 90-days correlation between Baron India Institutional and Baron Real Estate is 0.28 (i.e., Modest diversification). The correlation of Baron India is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak. If the correlation is 0, the equities are not correlated; they are entirely random.

Baron India Correlation With Market

Modest diversification

The correlation between Baron India Institutional and DJI is 0.2 (i.e., Modest diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Baron India Institutional and DJI in the same portfolio, assuming nothing else is changed.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Baron India Institutional. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in unemployment.

Moving together with Baron Mutual Fund

  0.8BREIX Baron Real EstatePairCorr
  0.79BREFX Baron Real EstatePairCorr
  0.72BRIIX Baron Real EstatePairCorr
  0.8BSCFX Baron Small CapPairCorr
  0.73BARAX Baron Asset FundPairCorr
  0.8BSFIX Baron Small CapPairCorr
  0.73BARIX Baron Asset FundPairCorr
  0.81BTEEX Baron Select FundsPairCorr
  0.81BTECX Baron Select FundsPairCorr
  0.81BTEUX Baron Select FundsPairCorr
  0.81BDAIX Baron Durable AdvantagePairCorr
  0.81BDAFX Baron Durable AdvantagePairCorr
  0.81BDFIX Baron DiscoveryPairCorr
  0.81BDFFX Baron DiscoveryPairCorr
  0.79BWBFX Baron WealthbuilderPairCorr
  0.85BEXIX Baron Emerging MarketsPairCorr
  0.85BEXFX Baron Emerging MarketsPairCorr
  0.78BFGIX Baron Focused GrowthPairCorr
  0.78BFGFX Baron Focused GrowthPairCorr
  0.77BFINX Baron FintechPairCorr
  0.77BFIIX Baron FintechPairCorr
  0.81BFTHX Baron Fifth AvenuePairCorr
  0.81BFTIX Baron Fifth AvenuePairCorr
  0.82BGAIX Baron Global AdvantagePairCorr
  0.82BGAFX Baron Global AdvantagePairCorr
  0.76BGRIX Baron GrowthPairCorr
  0.75BGRFX Baron GrowthPairCorr
  0.85BIGFX Baron InternationalPairCorr
  1.0BINUX Baron India R6PairCorr
  1.0BINRX Baron India RetailPairCorr
  0.85BINIX Baron InternationalPairCorr
  0.81BIOPX Baron OpportunityPairCorr
  0.81BIOIX Baron OpportunityPairCorr
  0.64BPTRX Baron PartnersPairCorr
  0.64BPTIX Baron PartnersPairCorr
  0.97MIDNX Matthews IndiaPairCorr
  0.97MINDX Matthews IndiaPairCorr

Related Correlations Analysis

Click cells to compare fundamentals   Check Volatility   Backtest Portfolio

Risk-Adjusted Indicators

There is a big difference between Baron Mutual Fund performing well and Baron India Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Baron India's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
BREIX  0.85  0.07  0.06  0.20  0.96 
(0.90)
 1.92 
(1.90)
 5.85 
BREFX  0.85  0.07  0.06  0.20  0.96 
(0.90)
 1.92 
(1.91)
 5.84 
BRIIX  0.62  0.04 (0.01) 0.19  0.71 
(0.74)
 1.48 
(1.15)
 4.59 
BSCFX  0.86  0.09  0.09  0.21  0.82 
(0.98)
 2.45 
(1.38)
 6.04 
BARAX  0.65  0.03  0.01  0.16  0.69 
(0.75)
 1.78 
(1.23)
 5.13 
BSFIX  0.86  0.09  0.09  0.22  0.81 
(0.97)
 2.43 
(1.40)
 5.99 
BARIX  0.65  0.03  0.01  0.16  0.69 
(0.75)
 1.78 
(1.23)
 5.14 
BTEEX  1.03  0.34  0.29  0.45  0.62 
(1.29)
 2.85 
(1.78)
 6.55 
BTECX  1.04  0.34  0.29  0.45  0.65 
(1.29)
 2.91 
(1.84)
 6.65 
BTEUX  1.03  0.34  0.29  0.45  0.61 
(1.25)
 2.92 
(1.77)
 6.51 

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
Feedback Blog
Made with optimal in San Francisco
2025 Macroaxis LLC
COMMON DESTINATIONS
MAIN CATEGORIES
COMPANY