UK markets closed

Baron Real Estate Institutional (BREIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
35.26-0.18 (-0.51%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.37%
5-year average return13.18%
Number of years up10
Number of years down4
Best 1-yr total return (13 Jun 2024)44.44%
Worst 1-yr total return (13 Jun 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-0.45%20.43%
1-month2.18%2.69%
3-month-4.56%11.34%
1-year17.91%36.79%
3-year-1.83%10.81%
5-year14.56%7.03%
10-year9.29%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)

YTD9
1-month94
3-month99
1-year1
3-year63
5-year1

Load adjusted returns

1-year17.91%
3-year-1.83%
5-year14.56%
10-year9.29%