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    Baron Real Estate Institutional (BREIX)

    26.68 Up 0.10(0.38%) Jul 30

    Performance Overview as of Jun 29, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:5.00
    Year-to-Date Return:0.73%
    5-Year Average Return:22.76%
    Number of Years Up:5
    Number of Years Down:0
    Best 1 Yr Total Return (2012-12-31):42.99%
    Worst 1 Yr Total Return (2011-12-31):0.80%
    Best 3-Yr Total Return (N/A):28.69%
    Worst 3-Yr Total Return (N/A):22.30%
    Load Adjusted Returns 
    1-Year:7.56%
    3-Year:22.05%
    5-Year:22.76%
    10-Year:N/A
    Trailing Returns (%) vs. Benchmarks 
    ReturnBREIXCategoryDiffIndex*Diff
    Year To Date0.73N/AN/AN/AN/A
    1-Month-2.26N/AN/AN/AN/A
    3-Month-3.66N/AN/AN/AN/A
    1-Year7.56N/AN/AN/AN/A
    3-Year22.05N/AN/AN/AN/A
    5-Year22.76N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)39.40N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-23.08N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearBREIXCategoryDiff
    2015N/AN/AN/A
    2014
     
    16.93N/AN/A
    2013
     
    27.48N/AN/A
    2012
     
    42.99N/AN/A
    2011
     
    0.80N/AN/A
    2010
     
    26.90N/AN/A
    Past Quarterly Returns (%) for BREIX 
    Q1Q2Q3Q4
    20154.55-3.66N/AN/A
    20144.954.33-2.409.41
    201313.27-3.306.179.63
    201215.761.9913.426.77
    20119.06-1.36-19.9917.11
    20107.10-8.0313.7113.30
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date2N/A
    1-Month4N/A
    3-Month4N/A
    6-Month2N/A
    1-Year4N/A
    3-Year1N/A
    5-Year1N/A