Nasdaq - Delayed Quote USD

Baron Real Estate Income R6 (BRIUX)

16.45
-0.01
(-0.06%)
At close: May 30 at 8:00:08 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.46%
5y Average Return 9.48%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (May 29, 2025) 36.42%
Worst 1Y Total Return (May 29, 2025) --
Best 3Y Total Return 36.42%
Worst 3Y Total Return -0.56%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BRIUX
Category
YTD
-2.95%
20.43%
1-Month
-1.94%
2.69%
3-Month
-3.36%
11.34%
1-Year
20.83%
36.79%
3-Year
1.51%
10.81%
5-Year
10.67%
7.03%
10-Year
0.00%
9.08%
Last Bull Market
31.25%
31.03%
Last Bear Market
-18.40%
-16.60%

Annual Total Return (%) History

Year
BRIUX
Category
2025
--
--
2024
17.45%
--
2023
15.44%
--
2022
-27.49%
--
2021
29.60%
--
2020
22.32%
-4.49%
2019
36.42%
27.28%
2018
-11.03%
-5.97%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.04% -- -- --
2024 2.03% -1.92% 16.26% 0.95%
2023 4.73% 3.31% -6.46% 14.07%
2022 -2.95% -18.40% -10.40% 2.18%
2021 7.59% 8.42% -1.67% 12.99%
2020 -15.76% 17.03% 8.48% 14.37%
2019 17.91% 2.42% 6.26% 6.31%
2018 -5.90% 6.22% 0.31% -11.26%

Rank in Category (By Total Return)

YTD 79
1-Month 43
3-Month 77
1-Year 2
3-Year 6
5-Year 2

Load Adjusted Returns

1-Year 20.83%
3-Year 1.51%
5-Year 10.67%
10-Year --

Performance & Risk

YTD Return -1.46%
5y Average Return 9.48%
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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