• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down0.08% Nasdaq Down0.35%

    Baron Real Estate Institutional (BREIX)

    19.59 Down 0.12(0.61%) Feb 9

    Risk as of Jan 30, 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):42.99%
    Worst 1 Yr Total Return(Dec 30, 2015):-4.42%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticBREIXCategory
    Alpha (against Standard Index)1.656.77
    Beta (against Standard Index)1.090.48
    Mean Annual Return0.540.88
    R-squared (against Standard Index)74.6415.58
    Standard Deviation14.2813.63
    Sharpe Ratio0.450.79
    Treynor Ratio5.1321.72
    5 Years
    StatisticBREIXCategory
    Alpha (against Standard Index)7.316.79
    Beta (against Standard Index)1.100.73
    Mean Annual Return1.090.98
    R-squared (against Standard Index)77.1939.31
    Standard Deviation16.8115.23
    Sharpe Ratio0.780.78
    Treynor Ratio11.1315.46
    10 Years
    StatisticBREIXCategory
    Alpha (against Standard Index)N/A3.21
    Beta (against Standard Index)N/A1.08
    Mean Annual ReturnN/A0.81
    R-squared (against Standard Index)N/A52.48
    Standard DeviationN/A25.02
    Sharpe RatioN/A0.34
    Treynor RatioN/A5.09