Baron Real Estate Fund Market Value
| BRIUX Fund | USD 17.32 0.17 0.97% |
| Symbol | Baron |
Baron Real 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Baron Real's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Baron Real.
| 10/24/2025 |
| 01/22/2026 |
If you would invest 0.00 in Baron Real on October 24, 2025 and sell it all today you would earn a total of 0.00 from holding Baron Real Estate or generate 0.0% return on investment in Baron Real over 90 days. Baron Real is related to or competes with Omni Small-cap, Gmo Implementation, Nuveen Small, Eic Value, Auer Growth, Sound Shore, and Tax-managed. The fund invests at least 80 percent of its net assets in real estate income-producing securities and other real estate ... More
Baron Real Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Baron Real's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Baron Real Estate upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.15) | |||
| Maximum Drawdown | 3.45 | |||
| Value At Risk | (1.49) | |||
| Potential Upside | 0.9346 |
Baron Real Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baron Real's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Baron Real's standard deviation. In reality, there are many statistical measures that can use Baron Real historical prices to predict the future Baron Real's volatility.| Risk Adjusted Performance | (0) | |||
| Jensen Alpha | (0.06) | |||
| Total Risk Alpha | (0.11) | |||
| Treynor Ratio | (0.03) |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Baron Real's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Baron Real January 22, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0) | |||
| Market Risk Adjusted Performance | (0.02) | |||
| Mean Deviation | 0.5533 | |||
| Coefficient Of Variation | (18,503) | |||
| Standard Deviation | 0.7332 | |||
| Variance | 0.5375 | |||
| Information Ratio | (0.15) | |||
| Jensen Alpha | (0.06) | |||
| Total Risk Alpha | (0.11) | |||
| Treynor Ratio | (0.03) | |||
| Maximum Drawdown | 3.45 | |||
| Value At Risk | (1.49) | |||
| Potential Upside | 0.9346 | |||
| Skewness | (0.69) | |||
| Kurtosis | 0.6331 |
Baron Real Estate Backtested Returns
Baron Real Estate secures Sharpe Ratio (or Efficiency) of close to zero, which signifies that the fund had a close to zero % return per unit of risk over the last 3 months. Baron Real Estate exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please confirm Baron Real's Standard Deviation of 0.7332, mean deviation of 0.5533, and insignificant Risk Adjusted Performance to double-check the risk estimate we provide. The fund shows a Beta (market volatility) of 0.5, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Baron Real's returns are expected to increase less than the market. However, during the bear market, the loss of holding Baron Real is expected to be smaller as well.
Auto-correlation | 0.42 |
Average predictability
Baron Real Estate has average predictability. Overlapping area represents the amount of predictability between Baron Real time series from 24th of October 2025 to 8th of December 2025 and 8th of December 2025 to 22nd of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Baron Real Estate price movement. The serial correlation of 0.42 indicates that just about 42.0% of current Baron Real price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.42 | |
| Spearman Rank Test | 0.12 | |
| Residual Average | 0.0 | |
| Price Variance | 0.02 |
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Baron Mutual Fund
Baron Real financial ratios help investors to determine whether Baron Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baron with respect to the benefits of owning Baron Real security.
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