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BlackRock Real Estate Securities Inv A (BAREX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.05+0.04 (+0.29%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.92%
5-year average return2.68%
Number of years up8
Number of years down3
Best 1-yr total return (20 Jun 2024)45.86%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return45.86%
Worst 3-yr total return0.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBAREXCategory
YTD-4.53%20.43%
1-month5.20%2.69%
3-month-1.04%11.34%
1-year9.65%36.79%
3-year-1.66%10.81%
5-year3.30%7.03%
10-year5.89%9.08%
Last bull market19.98%31.03%
Last bear market-16.46%-16.60%

Annual total return (%) history

Year
BAREXCategory
2024
N/AN/A
2023
13.29%N/A
2022
-27.74%N/A
2021
45.86%N/A
2020
-4.43%-4.49%
2019
27.53%27.28%
2018
-3.27%-5.97%
2017
5.91%6.22%
2016
7.37%6.89%
2015
3.48%2.41%
2014
31.18%28.03%
2013
2.43%1.55%
2012
N/A17.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.77%N/AN/AN/A
20232.25%1.77%-7.88%18.19%
2022-5.99%-16.46%-10.24%2.49%
20219.75%12.42%1.46%16.51%
2020-24.07%11.93%1.40%10.90%
201916.89%2.46%6.82%-0.32%
2018-7.86%10.31%2.19%-6.87%
20170.88%2.37%-0.27%2.83%
20164.49%6.42%-1.28%-2.19%
20155.29%-9.91%2.25%6.68%
201410.80%6.32%-3.38%15.24%
20135.91%-1.02%-2.54%0.26%
20121.94%N/AN/AN/A

Rank in category (by total return)

YTD70
1-month37
3-month51
1-year31
3-year60
5-year39

Load adjusted returns

1-year3.90%
3-year-3.41%
5-year2.20%
10-year5.32%