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Baron Real Estate Institutional (BREIX)

24.97 Down 0.04(0.16%) Aug 22

Risk as of Jul 30, 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)9.432.05
Beta (against Standard Index)1.090.83
Mean Annual Return1.780.93
R-squared (against Standard Index)78.7555.20
Standard Deviation17.4715.99
Sharpe Ratio1.220.71
Treynor Ratio19.9412.75
5 Years
StatisticBREIXCategory
Alpha (against Standard Index)N/A8.98
Beta (against Standard Index)N/A0.88
Mean Annual ReturnN/A1.67
R-squared (against Standard Index)N/A55.93
Standard DeviationN/A17.26
Sharpe RatioN/A1.16
Treynor RatioN/A23.02
10 Years
StatisticBREIXCategory
Alpha (against Standard Index)N/A2.04
Beta (against Standard Index)N/A1.12
Mean Annual ReturnN/A0.98
R-squared (against Standard Index)N/A55.75
Standard DeviationN/A24.91
Sharpe RatioN/A0.41
Treynor RatioN/A6.49