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    Baron Real Estate Retail (BREFX)

    27.00 Down 0.09(0.33%) Apr 1

    Performance Overview as of Feb 27, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:5.00
    Year-to-Date Return:3.36%
    5-Year Average Return:22.79%
    Number of Years Up:5
    Number of Years Down:0
    Best 1 Yr Total Return (2012-12-31):42.60%
    Worst 1 Yr Total Return (2011-12-31):0.63%
    Best 3-Yr Total Return (N/A):28.34%
    Worst 3-Yr Total Return (N/A):22.02%
    Load Adjusted Returns 
    1-Year:13.15%
    3-Year:25.49%
    5-Year:22.79%
    10-Year:N/A
    Trailing Returns (%) vs. Benchmarks 
    ReturnBREFXCategoryDiffIndex*Diff
    Year To Date3.36N/AN/AN/AN/A
    1-Month4.69N/AN/AN/AN/A
    3-Month4.39N/AN/AN/AN/A
    1-Year13.15N/AN/AN/AN/A
    3-Year25.49N/AN/AN/AN/A
    5-Year22.79N/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
    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
    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 Date22N/A
    1-Month1N/A
    3-Month73N/A
    6-Month85N/A
    1-Year95N/A
    3-Year1N/A
    5-Year4N/A