Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BREIX (BARON REAL ESTATE FUND INSTITUTIONAL SHARES) | 1.38% | 13.18% | 11.51% | 0.41% | 9.21% | 10.73% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/11/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BREIX (BARON REAL ESTATE FUND INSTITUTIONAL SHARES) | 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 | 13.18 | 11.51 | 0.41 | 9.21 | 10.73 | NA | … | … | 1.38 | 5.18 | 12.46 | 25.04 | -30.48 | 14.83 | 35.09 | 45.02 | -22.04 | 31.42 | -1.75 | -4.42 | 16.93 | 27.48 | 42.99 | -4.82 |
| Sharpe Ratio | NA | 0.63 | 0.44 | -0.11 | 0.35 | NA | NA | … | … | -0.07 | 0.11 | 0.49 | 1.12 | -1.16 | 0.78 | 0.87 | 3.26 | -1.48 | 3.91 | -0.11 | -0.29 | 1.39 | 1.91 | 2.73 | -0.18 |
| Standard Deviation(%) | NA | 16.57 | 19.10 | 20.89 | 21.44 | NA | NA | … | … | 18.26 | 20.18 | 18.01 | 19.32 | 27.67 | 18.87 | 40.06 | 13.36 | 15.93 | 7.90 | 17.22 | 15.20 | 12.13 | 14.34 | 15.88 | 30.01 |
| Draw Down(%) | NA | 12.56 | 23.91 | 38.40 | 38.47 | NA | NA | … | … | 12.56 | 21.25 | 10.67 | 18.77 | 35.81 | 13.09 | 38.47 | 6.85 | 29.33 | 2.63 | 20.85 | 15.45 | 9.13 | 11.24 | 10.59 | 27.02 |
| Yield(%) | 0.00 | 4.08 | 1.99 | 0.89 | 4.08 | 5.46 | 4.06 | … | … | 0.00 | 3.87 | 0.45 | 0.54 | 0.05 | 0.00 | 0.07 | 17.85 | 8.56 | 5.87 | 0.62 | 1.84 | 0.38 | 0.30 | 2.42 | 1.60 |
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 |
|---|---|---|---|---|
| BREIX (BARON REAL ESTATE FUND INSTITUTIONAL SHARES) |
-6.04%
Apr 2021 – Apr 2024 |
0.11%
Mar 2021 – Mar 2026 |
6.41%
Oct 2013 – Oct 2023 |
9.95%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BREIX (BARON REAL ESTATE FUND INSTITUTIONAL SHARES) |
31.64%
Sep 2011 – Sep 2014 |
20.40%
Feb 2016 – Feb 2021 |
18.03%
Sep 2011 – Sep 2021 |
10.30%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart