Advertisement
U.S. markets open in 5 hours 56 minutes

Baron Real Estate Retail (BREFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
36.04+0.01 (+0.03%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.54%
5-Year Average Return14.97%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (Mar 13, 2024)44.11%
Worst 1 Yr Total Return (Mar 13, 2024)N/A
Best 3-Yr Total Return44.11%
Worst 3-Yr Total Return-0.04%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBREFXCategory
YTD4.29%20.43%
1-Month7.07%2.69%
3-Month16.05%11.34%
1-Year20.01%36.79%
3-Year1.22%10.81%
5-Year15.17%7.03%
10-Year9.55%9.08%
Last Bull Market42.82%31.03%
Last Bear Market-20.70%-16.60%

Annual Total Return (%) History

Year
BREFXCategory
2023
24.70%N/A
2022
-28.61%N/A
2021
24.03%N/A
2020
43.85%-4.49%
2019
44.11%27.28%
2018
-22.22%-5.97%
2017
31.04%6.22%
2016
-2.01%6.89%
2015
-4.65%2.41%
2014
16.61%28.03%
2013
27.12%1.55%
2012
42.60%17.60%
2011
0.63%7.51%
2010
26.60%27.08%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20237.00%7.31%-8.22%18.33%
2022-10.79%-20.70%-4.90%6.09%
202111.02%4.58%-1.73%8.71%
2020-19.94%29.82%18.60%16.70%
201919.02%4.17%4.79%10.92%
2018-5.44%1.14%-2.84%-16.30%
20177.65%7.42%3.40%9.60%
2016-4.58%0.52%2.15%0.02%
20154.51%-3.73%-9.97%5.25%
20144.90%4.24%-2.47%9.34%
201313.18%-3.38%6.11%9.55%
201215.59%1.94%13.36%6.76%
20119.00%-1.43%-19.99%17.06%
20107.00%-8.04%13.62%13.24%

Rank In Category (By Total Return)

YTD2
1-Month1
3-Month1
1-Year2
3-Year85
5-Year1

Load Adjusted Returns

1-Year20.01%
3-Year1.22%
5-Year15.17%
10-Year9.55%