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    Baron Real Estate Retail (BREFX)

    26.64 Down 0.03(0.11%) Mar 26

    Risk as of Feb 27, 2015Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:4
    Number of Years Up5
    Number of Years Down0
    Best 1 Yr Total Return(Dec 30, 2012):42.60%
    Worst 1 Yr Total Return(Dec 30, 2011):0.63%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticBREFXCategory
    Alpha (against Standard Index)13.338.89
    Beta (against Standard Index)0.890.46
    Mean Annual Return1.971.18
    R-squared (against Standard Index)61.8415.29
    Standard Deviation11.8312.61
    Sharpe Ratio1.991.16
    Treynor Ratio28.6131.72
    5 Years
    StatisticBREFXCategory
    Alpha (against Standard Index)10.828.28
    Beta (against Standard Index)1.000.77
    Mean Annual Return1.841.42
    R-squared (against Standard Index)76.3447.91
    Standard Deviation16.6816.30
    Sharpe Ratio1.321.04
    Treynor Ratio22.7421.89
    10 Years
    StatisticBREFXCategory
    Alpha (against Standard Index)N/A3.19
    Beta (against Standard Index)N/A1.10
    Mean Annual ReturnN/A0.95
    R-squared (against Standard Index)N/A53.29
    Standard DeviationN/A24.91
    Sharpe RatioN/A0.40
    Treynor RatioN/A6.39