Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BREFX (BARON REAL ESTATE FUND BARON REAL ESTATE FUND) | 1.27% | 12.92% | 11.22% | 2.36% | 10.82% | 11.72% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/11/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BREFX (BARON REAL ESTATE FUND BARON REAL ESTATE FUND) | 02/11/2011 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 12.92 | 11.22 | 2.36 | 10.82 | 11.72 | NA | … | … | 1.27 | 4.91 | 12.19 | 24.70 | -28.62 | 24.09 | 43.92 | 44.29 | -22.22 | 31.04 | -2.01 | -4.65 | 16.61 | 27.12 | 42.60 | -5.00 |
| Sharpe Ratio | NA | 0.61 | 0.43 | -0.02 | 0.43 | NA | NA | … | … | -0.09 | 0.10 | 0.48 | 1.10 | -1.10 | 1.33 | 1.09 | 3.21 | -1.48 | 3.86 | -0.13 | -0.31 | 1.37 | 1.89 | 2.71 | -0.19 |
| Standard Deviation(%) | NA | 16.58 | 19.10 | 20.69 | 21.32 | NA | NA | … | … | 18.28 | 20.18 | 17.98 | 19.31 | 27.48 | 18.08 | 39.90 | 13.32 | 15.96 | 7.91 | 17.24 | 15.19 | 12.12 | 14.35 | 15.86 | 30.04 |
| Draw Down(%) | NA | 12.60 | 23.98 | 34.05 | 38.52 | NA | NA | … | … | 12.60 | 21.28 | 10.70 | 18.82 | 34.05 | 8.08 | 38.52 | 6.89 | 29.52 | 2.63 | 20.87 | 15.59 | 9.18 | 11.28 | 10.58 | 27.05 |
| Yield(%) | 0.00 | 3.92 | 1.68 | 2.73 | 6.53 | 8.28 | 6.16 | … | … | 0.00 | 3.71 | 0.18 | 0.07 | 2.05 | 9.56 | 8.42 | 17.60 | 8.44 | 5.94 | 0.34 | 1.85 | 0.12 | 0.11 | 2.43 | 1.59 |
Data as of 06/04/2026, Common starting date is 02/11/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BREFX (BARON REAL ESTATE FUND BARON REAL ESTATE FUND) |
-2.81%
Apr 2021 – Apr 2024 |
1.03%
Mar 2015 – Mar 2020 |
7.99%
Oct 2013 – Oct 2023 |
10.93%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BREFX (BARON REAL ESTATE FUND BARON REAL ESTATE FUND) |
37.10%
Dec 2018 – Dec 2021 |
21.62%
Feb 2016 – Feb 2021 |
18.77%
Sep 2011 – Sep 2021 |
11.29%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart