Nasdaq - Delayed Quote USD

Baron Real Estate Income Institutional (BRIIX)

16.47
-0.01
(-0.06%)
At close: May 30 at 8:00:08 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.40%
5y Average Return 9.49%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (May 29, 2025) 36.54%
Worst 1Y Total Return (May 29, 2025) --
Best 3Y Total Return 36.54%
Worst 3Y Total Return -0.56%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BRIIX
Category
YTD
-2.95%
20.43%
1-Month
-1.99%
2.69%
3-Month
-3.41%
11.34%
1-Year
20.81%
36.79%
3-Year
1.49%
10.81%
5-Year
10.66%
7.03%
10-Year
0.00%
9.08%
Last Bull Market
31.30%
31.03%
Last Bear Market
-18.43%
-16.60%

Annual Total Return (%) History

Year
BRIIX
Category
2025
--
--
2024
17.36%
--
2023
15.51%
--
2022
-27.47%
--
2021
29.58%
--
2020
22.30%
-4.49%
2019
36.54%
27.28%
2018
-11.03%
-5.97%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.98% -- -- --
2024 1.96% -1.92% 16.25% 0.95%
2023 4.73% 3.30% -6.46% 14.14%
2022 -2.89% -18.43% -10.32% 2.10%
2021 7.58% 8.42% -1.61% 12.91%
2020 -15.75% 17.02% 8.47% 14.36%
2019 17.91% 2.32% 6.46% 6.31%
2018 -6.00% 6.22% 0.41% -11.26%

Rank in Category (By Total Return)

YTD 79
1-Month 46
3-Month 78
1-Year 2
3-Year 6
5-Year 2

Load Adjusted Returns

1-Year 20.81%
3-Year 1.49%
5-Year 10.66%
10-Year --

Performance & Risk

YTD Return -1.40%
5y Average Return 9.49%
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Fund Overview

Category Real Estate
Fund Family Baron Capital Group, Inc.
Net Assets 222.01M
YTD Return -2.95%
Yield 1.42%
Morningstar Rating
Inception Date Dec 29, 2017

Fund Summary

The fund invests at least 80% of its net assets in real estate income-producing securities and other real estate securities of any market capitalization, including common stocks and equity securities, debt and preferred securities, non-U.S. real estate income-producing securities, and any other real estate-related yield securities. It is likely to maintain a significant portion of its assets in real estate investment trusts ("REITs"). The fund is non-diversified.

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