BREIX vs. PFFR
Compare and contrast key facts about Baron Real Estate Fund (BREIX) and InfraCap REIT Preferred ETF (PFFR).
BREIX is managed by Baron Capital Group, Inc.. It was launched on Dec 31, 2009. PFFR is a passively managed fund by Virtus Investment Partners that tracks the performance of the Indxx REIT Preferred Stock Index. It was launched on Feb 7, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BREIX or PFFR.
Key characteristics
| BREIX | PFFR | |
|---|---|---|
| YTD Return | -2.69% | -0.94% |
| 1Y Return | 12.37% | 15.61% |
| 3Y Return (Ann) | -2.60% | -2.31% |
| 5Y Return (Ann) | 12.59% | 1.09% |
| Sharpe Ratio | 0.58 | 1.34 |
| Daily Std Dev | 19.04% | 11.15% |
| Max Drawdown | -38.47% | -53.02% |
| Current Drawdown | -12.94% | -9.83% |
Correlation
The correlation between BREIX and PFFR is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BREIX vs. PFFR - Performance Comparison
In the year-to-date period, BREIX achieves a -2.69% return, which is significantly lower than PFFR's -0.94% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BREIX vs. PFFR - Expense Ratio Comparison
BREIX has a 1.05% expense ratio, which is higher than PFFR's 0.45% expense ratio.
Risk-Adjusted Performance
BREIX vs. PFFR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Real Estate Fund (BREIX) and InfraCap REIT Preferred ETF (PFFR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BREIX vs. PFFR - Dividend Comparison
BREIX's dividend yield for the trailing twelve months is around 0.44%, less than PFFR's 8.00% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BREIX Baron Real Estate Fund | 0.44% | 0.43% | 2.85% | 7.95% | 6.18% | 14.04% | 12.19% | 4.71% | 0.62% | 1.96% | 0.32% | 0.24% |
PFFR InfraCap REIT Preferred ETF | 8.00% | 7.72% | 9.65% | 6.08% | 6.11% | 5.77% | 6.48% | 5.12% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BREIX vs. PFFR - Drawdown Comparison
The maximum BREIX drawdown since its inception was -38.47%, smaller than the maximum PFFR drawdown of -53.02%. Use the drawdown chart below to compare losses from any high point for BREIX and PFFR. For additional features, visit the drawdowns tool.
Volatility
BREIX vs. PFFR - Volatility Comparison
Baron Real Estate Fund (BREIX) has a higher volatility of 6.14% compared to InfraCap REIT Preferred ETF (PFFR) at 3.53%. This indicates that BREIX's price experiences larger fluctuations and is considered to be riskier than PFFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.