BREIX - Baron Real Estate Institutional

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return31.42%
5-Year Average Return12.96%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Dec 30, 2017)42.99%
Worst 1 Yr Total Return (Dec 30, 2017)-4.42%
Best 3-Yr Total Return42.99%
Worst 3-Yr Total Return3.17%

Trailing Returns (%) Vs. Benchmarks

ReturnBREIXCategory
YTD31.42%6.22%
1-Month1.11%0.03%
3-Month9.69%2.09%
1-Year31.42%6.22%
3-Year7.26%5.14%
5-Year12.96%8.68%
10-Year0.00%6.76%
Last Bull Market39.40%30.75%
Last Bear Market-23.08%-16.46%

Annual Total Return (%) History

Year
BREIXCategory
2017
31.42%6.22%
2016
-1.75%6.89%
2015
-4.42%2.41%
2014
16.93%28.03%
2013
27.48%1.55%
2012
42.99%17.60%
2011
0.80%7.51%
2010
26.90%27.08%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20177.73%7.45%3.50%9.69%
2016-4.53%0.60%2.21%0.09%
20154.55%-3.66%-9.91%5.33%
20144.95%4.33%-2.40%9.41%
201313.27%-3.30%6.17%9.63%
201215.76%1.99%13.42%6.77%
20119.06%-1.36%-19.99%17.11%
20107.10%-8.03%13.71%13.30%

Rank In Category (By Total Return)

YTD1
1-Month5
3-Month1
1-Year1
3-Year6
5-Year1

Load Adjusted Returns

1-Year31.42%
3-Year7.26%
5-Year12.96%
10-YearN/A