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Baron Real Estate Income R6 (BRIUX)
15.80
+0.23
+(1.48%)
As of 8:05:09 AM EDT. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 36.42% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -9.84% |
| 5y Average Return | 8.87% |
| Rank in Category (ytd) | 87 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.07 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BRIUX | Category Average | BRIUX | Category Average | BRIUX | Category Average | |
| Alpha | -6.28 | -0.01 | -2.13 | -0.05 | -- | 0.02 |
| BETA | 1.07 | 0.01 | 1.04 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.16 | 0.01 | 1.15 | 0.01 | -- | 0.01 |
| R-squared | 78.91 | 0.66 | 80.22 | 0.55 | -- | 0.47 |
| Standard Deviation | 19.59 | 0.2 | 18.37 | 0.17 | -- | 0.16 |
| Sharpe Ratio | -0.13 | 0.01 | 0.6 | 0 | -- | 0.01 |
| Treynor Ratio | -4.23 | 0.12 | 9.68 | 0.07 | -- | 0.11 |
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