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Baron Real Estate Institutional (BREIX)

24.76 Up 0.21(0.86%) Jul 22

Risk as of Jun 29, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:5
Number of Years Up4
Number of Years Down0
Best 1 Yr Total Return(Dec 30, 2012):42.99%
Worst 1 Yr Total Return(Dec 30, 2011):0.80%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticBREIXCategory
Alpha (against Standard Index)10.942.72
Beta (against Standard Index)1.070.82
Mean Annual Return1.880.97
R-squared (against Standard Index)78.0654.44
Standard Deviation17.3215.99
Sharpe Ratio1.300.74
Treynor Ratio21.5813.49
5 Years
StatisticBREIXCategory
Alpha (against Standard Index)N/A9.07
Beta (against Standard Index)N/A0.89
Mean Annual ReturnN/A1.83
R-squared (against Standard Index)N/A57.62
Standard DeviationN/A17.64
Sharpe RatioN/A1.25
Treynor RatioN/A25.36
10 Years
StatisticBREIXCategory
Alpha (against Standard Index)N/A2.37
Beta (against Standard Index)N/A1.12
Mean Annual ReturnN/A0.99
R-squared (against Standard Index)N/A55.50
Standard DeviationN/A24.91
Sharpe RatioN/A0.41
Treynor RatioN/A6.58