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Baron Real Estate Retail (BREFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.59+0.34 (+0.99%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.37%
5-year average return12.77%
Number of years up10
Number of years down4
Best 1-yr total return (2 May 2024)44.11%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return44.11%
Worst 3-yr total return-0.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBREFXCategory
YTD-2.65%20.43%
1-month-10.06%2.69%
3-month-0.06%11.34%
1-year10.60%36.79%
3-year-2.82%10.81%
5-year12.35%7.03%
10-year9.16%9.08%
Last bull market35.51%31.03%
Last bear market-20.70%-16.60%

Annual total return (%) history

Year
BREFXCategory
2024
N/AN/A
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
20248.24%N/AN/AN/A
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)

YTD7
1-month99
3-month9
1-year4
3-year52
5-year1

Load adjusted returns

1-year10.60%
3-year-2.82%
5-year12.35%
10-year9.16%