Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRIIX (BARON REAL ESTATE INCOME FUND INSTITUTIONAL SHARES) | NA | 7.44% | -0.36% | 1.19% | NA | NA | NA | … | … |
Data as of 01/05/2010, Common starting date is 04/12/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRIIX (BARON REAL ESTATE INCOME FUND INSTITUTIONAL SHARES) | 04/12/2004 | 01/05/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.44 | -0.36 | 1.19 | NA | NA | NA | … | … | 0.00 | 7.44 | -10.83 | 3.47 | 4.55 | 2.26 | 0.94 |
| Sharpe Ratio | NA | 3.95 | -0.63 | -0.31 | NA | NA | NA | … | … | 0.00 | 3.93 | -3.16 | 0.23 | 0.87 | 0.08 | 0.22 |
| Standard Deviation(%) | NA | 1.86 | 2.69 | 2.25 | NA | NA | NA | … | … | NA | 1.87 | 3.71 | 1.89 | 1.45 | 1.18 | 1.05 |
| Draw Down(%) | NA | 1.22 | 13.00 | 13.00 | NA | NA | NA | … | … | 0.00 | 1.22 | 13.00 | 0.82 | 0.31 | 0.30 | 0.36 |
| Yield(%) | 0.00 | 2.06 | 3.49 | 3.59 | 1.93 | 1.29 | 0.97 | … | … | 0.00 | 2.07 | 3.99 | 4.80 | 4.34 | 3.23 | 1.53 |
Data as of 01/05/2010, Common starting date is 04/12/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRIIX (BARON REAL ESTATE INCOME FUND INSTITUTIONAL SHARES) |
-1.25%
Nov 2005 – Nov 2008 |
0.72%
May 2004 – May 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRIIX (BARON REAL ESTATE INCOME FUND INSTITUTIONAL SHARES) |
3.66%
Jan 2005 – Jan 2008 |
1.29%
Aug 2004 – Aug 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart