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Brown Advisory Flexible Equity Adv (BAFAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.71+0.40 (+0.97%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return20.58%
5-year average return16.45%
Number of years up12
Number of years down4
Best 1-yr total return (3 Oct 2024)40.81%
Worst 1-yr total return (3 Oct 2024)N/A
Best 3-yr total return40.81%
Worst 3-yr total return5.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBAFAXCategory
YTD20.38%12.38%
1-month1.41%5.09%
3-month5.93%10.28%
1-year36.17%41.70%
3-year10.69%22.56%
5-year16.17%21.98%
10-year13.09%15.99%
Last bull market29.33%25.99%
Last bear market-16.09%-17.29%

Annual total return (%) history

Year
BAFAXCategory
2024
N/AN/A
2023
34.16%N/A
2022
-21.28%N/A
2021
24.64%N/A
2020
19.56%35.86%
2019
36.05%31.90%
2018
-4.32%-2.09%
2017
23.74%27.67%
2016
9.12%3.23%
2015
-3.21%3.60%
2014
12.47%10.00%
2013
35.28%33.92%
2012
17.87%15.34%
2011
3.79%-2.46%
2010
10.70%15.53%
2009
40.81%35.68%
2008
-40.51%-40.67%
2007
N/A13.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.42%2.00%5.93%N/A
20239.15%9.87%-1.10%13.12%
2022-6.97%-16.09%-5.86%7.13%
20218.02%9.19%-0.94%6.67%
2020-21.30%23.85%10.04%11.47%
201914.32%4.66%1.83%11.66%
20180.19%5.29%6.75%-15.04%
20176.01%3.82%4.92%7.17%
2016-1.43%-0.59%7.47%3.62%
20150.56%-1.18%-6.61%4.30%
20140.21%3.58%2.03%6.20%
20139.87%6.04%4.56%11.05%
201212.60%-4.16%7.44%1.66%
20115.43%0.48%-13.41%13.15%
20106.14%-11.74%9.96%7.46%
2009-4.96%17.56%14.62%9.96%
2008-13.43%-4.56%-4.77%-24.39%
20077.17%-4.40%-9.79%N/A

Rank in category (by total return)

YTD62
1-month85
3-month15
1-year69
3-year22
5-year52

Load adjusted returns

1-year36.17%
3-year10.69%
5-year16.17%
10-year13.09%