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Baron Real Estate Retail (BREFX)

25.21 Up 0.16(0.64%) Mar 28

Performance Overview as of Feb 27, 2017Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:5.45%
5-Year Average Return:13.51%
Number of Years Up:5
Number of Years Down:2
Best 1 Yr Total Return (2012-12-31):42.60%
Worst 1 Yr Total Return (2015-12-31):-4.65%
Best 3-Yr Total Return (N/A):28.34%
Worst 3-Yr Total Return (N/A):2.90%
Load Adjusted Returns 
1-Year:19.39%
3-Year:2.56%
5-Year:13.51%
10-Year:N/A
Trailing Returns (%) vs. Benchmarks 
ReturnBREFXCategoryDiffIndex*Diff
Year To Date5.45N/AN/AN/AN/A
1-Month2.38N/AN/AN/AN/A
3-Month8.01N/AN/AN/AN/A
1-Year19.39N/AN/AN/AN/A
3-Year2.56N/AN/AN/AN/A
5-Year13.51N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)39.23N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-23.08N/AN/AN/AN/A
Annual Total Return (%) History () 
YearBREFXCategoryDiff
2016
 
-2.01N/AN/A
2015
 
-4.65N/AN/A
2014
 
16.61N/AN/A
2013
 
27.12N/AN/A
2012
 
42.60N/AN/A
2011
 
0.63N/AN/A
2010
 
26.60N/AN/A
Past Quarterly Returns (%) for BREFX 
Q1Q2Q3Q4
2016-4.580.522.150.02
20154.51-3.73-9.975.25
20144.904.24-2.479.34
201313.18-3.386.119.55
201215.591.9413.366.76
20119.00-1.43-19.9917.06
20107.00-8.0413.6213.24
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date4N/A
1-Month88N/A
3-Month33N/A
6-Month4N/A
1-Year12N/A
3-Year100N/A
5-Year2N/A