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BlackRock Real Estate Securities Inv A (BAREX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.08+0.14 (+1.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-4.67%
5-Year Average Return3.32%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Jun 25, 2024)45.86%
Worst 1 Yr Total Return (Jun 25, 2024)N/A
Best 3-Yr Total Return45.86%
Worst 3-Yr Total Return0.24%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBAREXCategory
YTD-4.53%20.43%
1-Month5.20%2.69%
3-Month-1.04%11.34%
1-Year9.65%36.79%
3-Year-1.66%10.81%
5-Year3.30%7.03%
10-Year5.89%9.08%
Last Bull Market19.98%31.03%
Last Bear Market-16.46%-16.60%

Annual Total Return (%) History

Year
BAREXCategory
2024
N/AN/A
2023
13.29%N/A
2022
-27.74%N/A
2021
45.86%N/A
2020
-4.43%-4.49%
2019
27.53%27.28%
2018
-3.27%-5.97%
2017
5.91%6.22%
2016
7.37%6.89%
2015
3.48%2.41%
2014
31.18%28.03%
2013
2.43%1.55%
2012
N/A17.60%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-1.77%N/AN/AN/A
20232.25%1.77%-7.88%18.19%
2022-5.99%-16.46%-10.24%2.49%
20219.75%12.42%1.46%16.51%
2020-24.07%11.93%1.40%10.90%
201916.89%2.46%6.82%-0.32%
2018-7.86%10.31%2.19%-6.87%
20170.88%2.37%-0.27%2.83%
20164.49%6.42%-1.28%-2.19%
20155.29%-9.91%2.25%6.68%
201410.80%6.32%-3.38%15.24%
20135.91%-1.02%-2.54%0.26%
20121.94%N/AN/AN/A

Rank In Category (By Total Return)

YTD70
1-Month37
3-Month51
1-Year31
3-Year60
5-Year39

Load Adjusted Returns

1-Year3.90%
3-Year-3.41%
5-Year2.20%
10-Year5.32%