BREIX vs. PLD
Compare and contrast key facts about Baron Real Estate Fund (BREIX) and Prologis, Inc. (PLD).
BREIX is managed by Baron Capital Group, Inc.. It was launched on Dec 31, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BREIX or PLD.
Key characteristics
| BREIX | PLD | |
|---|---|---|
| YTD Return | 19.05% | -11.05% |
| 1Y Return | 42.40% | 15.54% |
| 3Y Return (Ann) | 0.03% | -5.45% |
| 5Y Return (Ann) | 8.65% | 8.64% |
| 10Y Return (Ann) | 5.60% | 14.05% |
| Sharpe Ratio | 2.16 | 0.53 |
| Sortino Ratio | 3.01 | 0.91 |
| Omega Ratio | 1.37 | 1.12 |
| Calmar Ratio | 1.34 | 0.35 |
| Martin Ratio | 8.62 | 1.22 |
| Ulcer Index | 4.70% | 11.09% |
| Daily Std Dev | 18.77% | 25.71% |
| Max Drawdown | -42.73% | -84.70% |
| Current Drawdown | -0.70% | -28.10% |
Correlation
The correlation between BREIX and PLD is 0.65, 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. PLD - Performance Comparison
In the year-to-date period, BREIX achieves a 19.05% return, which is significantly higher than PLD's -11.05% return. Over the past 10 years, BREIX has underperformed PLD with an annualized return of 5.60%, while PLD has yielded a comparatively higher 14.05% annualized 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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Risk-Adjusted Performance
BREIX vs. PLD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Real Estate Fund (BREIX) and Prologis, Inc. (PLD). 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. PLD - Dividend Comparison
BREIX's dividend yield for the trailing twelve months is around 0.37%, less than PLD's 3.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BREIX Baron Real Estate Fund | 0.37% | 0.43% | 0.08% | 0.00% | 0.05% | 0.42% | 0.34% | 0.00% | 0.28% | 0.04% | 0.33% | 0.15% |
PLD Prologis, Inc. | 3.24% | 2.61% | 2.80% | 1.50% | 2.33% | 2.38% | 3.27% | 2.73% | 3.18% | 3.54% | 3.07% | 3.03% |
Drawdowns
BREIX vs. PLD - Drawdown Comparison
The maximum BREIX drawdown since its inception was -42.73%, smaller than the maximum PLD drawdown of -84.70%. Use the drawdown chart below to compare losses from any high point for BREIX and PLD. For additional features, visit the drawdowns tool.
Volatility
BREIX vs. PLD - Volatility Comparison
The current volatility for Baron Real Estate Fund (BREIX) is 5.21%, while Prologis, Inc. (PLD) has a volatility of 8.84%. This indicates that BREIX experiences smaller price fluctuations and is considered to be less risky than PLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.