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Baron Real Estate Institutional (BREIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.76-0.66 (-1.81%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.87%
5-year average return14.18%
Number of years up10
Number of years down4
Best 1-yr total return (20 May 2024)44.44%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return44.44%
Worst 3-yr total return0.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBREIXCategory
YTD-2.57%20.43%
1-month-10.02%2.69%
3-month0.03%11.34%
1-year10.86%36.79%
3-year-2.57%10.81%
5-year12.65%7.03%
10-year9.45%9.08%
Last bull market35.67%31.03%
Last bear market-20.62%-16.60%

Annual total return (%) history

Year
BREIXCategory
2024
N/AN/A
2023
25.04%N/A
2022
-28.44%N/A
2021
24.36%N/A
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
20248.28%N/AN/AN/A
20237.07%7.41%-8.19%18.42%
2022-10.76%-20.62%-4.86%6.17%
202111.08%4.65%-1.66%8.79%
2020-19.87%29.93%18.65%16.79%
201919.10%4.22%4.87%10.97%
2018-5.40%1.20%-2.76%-16.25%
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)

YTD6
1-month99
3-month8
1-year2
3-year39
5-year1

Load adjusted returns

1-year10.86%
3-year-2.57%
5-year12.65%
10-year9.45%