Baron India Correlations

Mutual Funds . USA . 
Fund . Baron India R6
BINUX Fund   9.55  0.05  0.52%   
The current 90-days correlation between Baron India R6 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 R6 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 R6 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 R6. 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 employment.

Moving together with Baron Mutual Fund

  0.79BREIX 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
  0.72BARIX Baron Asset FundPairCorr
  0.8BTEEX Baron Select FundsPairCorr
  0.81BTECX Baron Select FundsPairCorr
  0.8BTEUX Baron Select FundsPairCorr
  0.78BDAIX Baron Durable AdvantagePairCorr
  0.8BDAFX Baron Durable AdvantagePairCorr
  0.79BDFIX Baron DiscoveryPairCorr
  0.79BDFFX Baron DiscoveryPairCorr
  0.77BWBIX Baron WealthbuilderPairCorr
  0.79BWBFX Baron WealthbuilderPairCorr
  0.85BEXIX Baron Emerging MarketsPairCorr
  0.83BEXFX Baron Emerging MarketsPairCorr
  0.78BFGIX Baron Focused GrowthPairCorr
  0.78BFGFX Baron Focused GrowthPairCorr
  0.76BFINX Baron FintechPairCorr
  0.77BFIIX Baron FintechPairCorr
  0.81BFTHX Baron Fifth AvenuePairCorr
  0.8BFTIX Baron Fifth AvenuePairCorr
  0.82BGAIX Baron Global AdvantagePairCorr
  0.82BGAFX Baron Global AdvantagePairCorr
  0.76BGRIX Baron GrowthPairCorr
  0.75BGRFX Baron GrowthPairCorr
  0.82BIGFX Baron InternationalPairCorr
  1.0BINDX Baron India InstitutionalPairCorr
  1.0BINRX Baron India RetailPairCorr
  0.82BINIX Baron InternationalPairCorr
  0.8BIOPX Baron OpportunityPairCorr
  0.8BIOIX Baron OpportunityPairCorr
  0.64BPTRX Baron PartnersPairCorr
  0.64BPTIX Baron PartnersPairCorr
  0.88MIDNX Matthews IndiaPairCorr

Moving against Baron Mutual Fund

  0.34BHCHX Baron Health Care Potential GrowthPairCorr

Related Correlations Analysis

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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  0.67  0.18  0.03 (1.19) 0.64 
(0.77)
 1.78 
(1.23)
 5.14 
BTEEX  1.04  0.48  0.29 (9.23) 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  0.48  0.29 (8.56) 0.61 
(1.28)
 2.92 
(1.77)
 6.51 

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