Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BREUX (BARON REAL ESTATE FUND R6 SHARES) | 1.38% | 13.18% | 11.51% | 2.63% | 11.11% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/29/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BREUX (BARON REAL ESTATE FUND R6 SHARES) | 01/29/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 13.18 | 11.51 | 2.63 | 11.11 | NA | NA | … | … | 1.38 | 5.18 | 12.46 | 25.04 | -28.45 | 24.41 | 44.30 | 44.68 | -22.03 | 31.42 | 10.47 |
| Sharpe Ratio | NA | 0.63 | 0.44 | 0.00 | 0.44 | NA | NA | … | … | -0.07 | 0.11 | 0.49 | 1.12 | -1.09 | 1.35 | 1.10 | 3.24 | -1.47 | 3.92 | 0.70 |
| Standard Deviation(%) | NA | 16.58 | 19.10 | 20.70 | 21.30 | NA | NA | … | … | 18.30 | 20.17 | 18.00 | 19.32 | 27.48 | 18.05 | 39.82 | 13.32 | 15.96 | 7.87 | 16.03 |
| Draw Down(%) | NA | 12.57 | 23.91 | 33.93 | 38.50 | NA | NA | … | … | 12.57 | 21.24 | 10.67 | 18.75 | 33.93 | 8.06 | 38.50 | 6.85 | 29.35 | 2.63 | 11.01 |
| Yield(%) | 0.00 | 4.08 | 1.99 | 2.82 | 6.67 | 4.89 | 3.67 | … | … | 0.00 | 3.87 | 0.45 | 0.53 | 2.00 | 9.35 | 8.33 | 17.52 | 8.57 | 5.87 | 0.69 |
Data as of 06/04/2026, Common starting date is 01/29/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BREUX (BARON REAL ESTATE FUND R6 SHARES) |
-2.56%
Apr 2021 – Apr 2024 |
2.32%
Mar 2021 – Mar 2026 |
10.61%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BREUX (BARON REAL ESTATE FUND R6 SHARES) |
37.46%
Dec 2018 – Dec 2021 |
21.95%
Feb 2016 – Feb 2021 |
12.54%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart