Baron India Institutional Fund Market Value
| BINDX Fund | 9.54 0.06 0.63% |
| Symbol | Baron |
Baron India '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 India'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 India.
| 04/21/2025 |
| 07/20/2025 |
If you would invest 0.00 in Baron India on April 21, 2025 and sell it all today you would earn a total of 0.00 from holding Baron India Institutional or generate 0.0% return on investment in Baron India over 90 days. Baron India is related to or competes with Baron Real, Baron Real, Baron Real, Baron Small, Baron Asset, Baron Small, and Baron Asset. The fund is a diversified fund that, under normal circumstances, invests at least 80 percent of its net assets in equity... More
Baron India 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 India'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 India Institutional upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7925 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 4.34 | |||
| Value At Risk | (1.05) | |||
| Potential Upside | 1.49 |
Baron India Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baron India's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Baron India's standard deviation. In reality, there are many statistical measures that can use Baron India historical prices to predict the future Baron India's volatility.| Risk Adjusted Performance | 0.1186 | |||
| Jensen Alpha | 0.0727 | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.04) | |||
| Treynor Ratio | 0.5536 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Baron India's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Baron India Institutional Backtested Returns
At this stage we consider Baron Mutual Fund to be very steady. Baron India Institutional secures Sharpe Ratio (or Efficiency) of 0.0492, which signifies that the fund had a 0.0492 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Baron India Institutional, which you can use to evaluate the volatility of the entity. Please confirm Baron India's Risk Adjusted Performance of 0.1186, downside deviation of 0.7925, and Mean Deviation of 0.608 to double-check if the risk estimate we provide is consistent with the expected return of 0.0383%. The fund shows a Beta (market volatility) of 0.17, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Baron India's returns are expected to increase less than the market. However, during the bear market, the loss of holding Baron India is expected to be smaller as well.
Auto-correlation | 0.22 |
Weak predictability
Baron India Institutional has weak predictability. Overlapping area represents the amount of predictability between Baron India time series from 21st of April 2025 to 5th of June 2025 and 5th of June 2025 to 20th of July 2025. 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 India Institutional price movement. The serial correlation of 0.22 indicates that over 22.0% of current Baron India price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.22 | |
| Spearman Rank Test | 0.36 | |
| Residual Average | 0.0 | |
| Price Variance | 0.02 |
Baron India Institutional lagged returns against current returns
Autocorrelation, which is Baron India mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Baron India's mutual fund expected returns. We can calculate the autocorrelation of Baron India returns to help us make a trade decision. For example, suppose you find that Baron India has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
Current and Lagged Values |
| Timeline |
Baron India regressed lagged prices vs. current prices
Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Baron India mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Baron India mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Baron India mutual fund over time.
Current vs Lagged Prices |
| Timeline |
Baron India Lagged Returns
When evaluating Baron India's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Baron India mutual fund have on its future price. Baron India autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Baron India autocorrelation shows the relationship between Baron India mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Baron India Institutional.
Regressed Prices |
| Timeline |
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 India 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 India security.
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