Nasdaq - Delayed Quote USD
Baron Real Estate Institutional (BREIX)
38.74
0.00
(0.00%)
At close: 8:04:12 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 44.44% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -4.17% |
| 5y Average Return | 14.32% |
| Rank in Category (ytd) | 94 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.36 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BREIX | Category Average | BREIX | Category Average | BREIX | Category Average | |
| Alpha | -7.21 | -0.01 | -2.2 | -0.05 | -1.01 | 0.02 |
| BETA | 1.36 | 0.01 | 1.28 | 0.01 | 1.24 | 0.01 |
| Mean Annual Return | 0.51 | 0.01 | 1.19 | 0.01 | 0.85 | 0.01 |
| R-squared | 80.51 | 0.66 | 77.13 | 0.55 | 81.12 | 0.47 |
| Standard Deviation | 23.4 | 0.2 | 22.23 | 0.17 | 20.37 | 0.16 |
| Sharpe Ratio | 0.06 | 0.01 | 0.52 | 0 | 0.4 | 0.01 |
| Treynor Ratio | -0.9 | 0.12 | 7.56 | 0.07 | 5.17 | 0.11 |
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