Nasdaq - Delayed Quote USD

Baron Real Estate Institutional (BREIX)

35.61 +0.67 (+1.92%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.39%
5y Average Return 13.08%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Apr 23, 2024) 44.44%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 44.44%
Worst 3Y Total Return 0.22%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BREIX
Category
YTD
8.28%
20.43%
1-Month
3.81%
2.69%
3-Month
8.28%
11.34%
1-Year
26.46%
36.79%
3-Year
2.75%
10.81%
5-Year
16.09%
7.03%
10-Year
10.41%
9.08%
Last Bull Market
43.13%
31.03%
Last Bear Market
-20.62%
-16.60%

Annual Total Return (%) History

Year
BREIX
Category
2024
--
--
2023
25.04%
--
2022
-28.44%
--
2021
24.36%
--
2020
44.28%
-4.49%
2019
44.44%
27.28%
2018
-22.04%
-5.97%
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
2024 8.28% -- -- --
2023 7.07% 7.41% -8.19% 18.42%
2022 -10.76% -20.62% -4.86% 6.17%
2021 11.08% 4.65% -1.66% 8.79%
2020 -19.87% 29.93% 18.65% 16.79%
2019 19.10% 4.22% 4.87% 10.97%
2018 -5.40% 1.20% -2.76% -16.25%
2017 7.73% 7.45% 3.50% 9.69%
2016 -4.53% 0.60% 2.21% 0.09%
2015 4.55% -3.66% -9.91% 5.33%

2014 4.95% 4.33% -2.40% 9.41%
2013 13.27% -3.30% 6.17% 9.63%
2012 15.76% 1.99% 13.42% 6.77%
2011 9.06% -1.36% -19.99% 17.11%
2010 7.10% -8.03% 13.71% 13.30%

Rank in Category (By Total Return)

YTD 1
1-Month 14
3-Month 1
1-Year 1
3-Year 37
5-Year 1

Load Adjusted Returns

1-Year 26.46%
3-Year 2.75%
5-Year 16.09%
10-Year 10.41%

Performance & Risk

YTD Return -0.39%
5y Average Return 13.08%
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.26
Morningstar Risk Rating

Fund Overview

Category Real Estate
Fund Family Baron Capital Group, Inc.
Net Assets 1.89B
YTD Return 8.28%
Yield 0.40%
Morningstar Rating
Inception Date Dec 31, 2009

Fund Summary

The fund normally invests 80% of its net assets for the long term in equity securities in the form of common stock of U.S. and non-U.S. real estate and real estate-related companies of any market capitalization, and in companies which, in the opinion of the Adviser, own significant real estate assets at the time of investment ("real estate companies"). It will invest more than 25% of its net assets in the real estate industry.

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