Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRIFX (BARON REAL ESTATE INCOME FUND) | 9.76% | 15.42% | 13.47% | 3.87% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRIFX (BARON REAL ESTATE INCOME FUND) | 01/02/2018 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.03 | 15.42 | 13.47 | 3.87 | NA | NA | NA | … | … | 9.76 | 3.41 | 17.16 | 15.10 | -27.64 | 29.24 | 22.01 | 36.66 | -11.32 |
| Sharpe Ratio | NA | 0.89 | 0.65 | 0.10 | NA | NA | NA | … | … | 1.42 | 0.03 | 0.88 | 0.61 | -1.19 | 1.96 | 0.56 | 3.01 | -0.88 |
| Standard Deviation(%) | NA | 12.90 | 16.12 | 18.31 | NA | NA | NA | … | … | 14.03 | 16.64 | 15.34 | 18.87 | 24.49 | 14.87 | 38.57 | 11.69 | 14.61 |
| Draw Down(%) | NA | 7.87 | 17.58 | 33.06 | NA | NA | NA | … | … | 7.87 | 17.25 | 9.13 | 16.71 | 33.06 | 6.34 | 37.02 | 4.34 | 18.13 |
| Yield(%) | 0.00 | 1.14 | 1.59 | 1.43 | 1.73 | 1.15 | 0.86 | … | … | 0.00 | 1.52 | 1.39 | 2.06 | 1.45 | 1.88 | 0.93 | 1.54 | 2.62 |
Data as of 06/05/2026, Common starting date is 01/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRIFX (BARON REAL ESTATE INCOME FUND) |
-3.77%
Apr 2021 – Apr 2024 |
4.10%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRIFX (BARON REAL ESTATE INCOME FUND) |
29.16%
Dec 2018 – Dec 2021 |
12.58%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart