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    Baron Real Estate Retail (BREFX)

    24.22 Down 0.01(0.04%) Jul 25

    Risk as of Jun 29, 2016Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:4
    Number of Years Up5
    Number of Years Down1
    Best 1 Yr Total Return(Dec 30, 2012):42.60%
    Worst 1 Yr Total Return(Dec 30, 2015):-4.65%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    Alpha (against Standard Index)0.959.02
    Beta (against Standard Index)1.120.52
    Mean Annual Return0.691.04
    R-squared (against Standard Index)76.8819.70
    Standard Deviation15.1514.30
    Sharpe Ratio0.540.88
    Treynor Ratio6.5323.62
    5 Years
    Alpha (against Standard Index)6.497.34
    Beta (against Standard Index)1.120.73
    Mean Annual Return1.120.99
    R-squared (against Standard Index)78.2740.12
    Standard Deviation17.1815.77
    Sharpe Ratio0.780.76
    Treynor Ratio11.1715.47
    10 Years
    Alpha (against Standard Index)N/A3.50
    Beta (against Standard Index)N/A1.08
    Mean Annual ReturnN/A0.79
    R-squared (against Standard Index)N/A53.36
    Standard DeviationN/A25.05
    Sharpe RatioN/A0.34
    Treynor RatioN/A5.12