Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRIUX (BARON REAL ESTATE INCOME FUND R6 SHARES) | 9.36% | 15.20% | 13.56% | 4.26% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRIUX (BARON REAL ESTATE INCOME FUND R6 SHARES) | 01/02/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.53 | 15.20 | 13.56 | 4.26 | NA | NA | NA | … | … | 9.36 | 3.68 | 17.44 | 15.44 | -27.50 | 29.61 | 22.31 | 36.42 | -11.02 |
| Sharpe Ratio | NA | 0.91 | 0.67 | 0.11 | NA | NA | NA | … | … | 1.44 | 0.05 | 0.90 | 0.63 | -1.18 | 1.99 | 0.57 | 2.98 | -0.86 |
| Standard Deviation(%) | NA | 12.84 | 16.14 | 18.33 | NA | NA | NA | … | … | 13.93 | 16.68 | 15.39 | 18.90 | 24.51 | 14.86 | 38.54 | 11.73 | 14.58 |
| Draw Down(%) | NA | 7.94 | 17.55 | 32.88 | NA | NA | NA | … | … | 7.94 | 17.28 | 9.11 | 16.55 | 32.88 | 6.36 | 37.01 | 4.32 | 18.00 |
| Yield(%) | 0.00 | 1.31 | 1.81 | 1.55 | 1.83 | 1.22 | 0.91 | … | … | 0.00 | 1.74 | 1.62 | 2.21 | 1.43 | 1.87 | 0.94 | 1.54 | 2.62 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| BRIUX (BARON REAL ESTATE INCOME FUND R6 SHARES) |
-3.53%
Apr 2021 – Apr 2024 |
4.35%
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 |
|---|---|---|---|---|
| BRIUX (BARON REAL ESTATE INCOME FUND R6 SHARES) |
29.32%
Dec 2018 – Dec 2021 |
12.86%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart