# Baron Real Estate Institutional (BREIX)

> Source: Nexqual · https://nexqual.com/BREIX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Baron Real Estate Institutional (BREIX), nexqual.com/BREIX" · informational, not investment advice.

**Price:** USD 37.73 (-0.97% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 38.1 · day 37.73–37.73 · 52w 36.83–43.41 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y -8.5% vs S&P 500 +13.4%; 5Y +1.2% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | -8.5% | +1.2% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | -8.6% | +0.2% |
| Volatility (annualized) | 16.8% | 20.1% |
| Max drawdown | -15.2% (Jun 2026→Oct 2026) | -33.9% (Dec 2021→Oct 2022) |

## Peers
BREFX (Baron Real Estate Fd Retail Shs) USD 36.52 -0.00% · IARYX (Invesco  Real Estate Fund Class) USD 17.36 -0.00% · BMDIX (Baird MidCap Fd Inst Cl) USD 19.65 +0.00% · BDFIX (Baron Discovery Fund Institutio) USD 37.15 -0.00% · CSRIX (Cohen & Steers Institutional Re) USD 52.54 -0.00%

## More
Full page: https://nexqual.com/BREIX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt