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Brown Advisory Funds - Brown Advisory Equity Income Fund (BAFDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.60-0.00 (-0.00%)
At close: 09:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.14%
5-year average return10.54%
Number of years up8
Number of years down3
Best 1-yr total return (11 Jan 2024)30.55%
Worst 1-yr total return (11 Jan 2024)N/A
Best 3-yr total return30.55%
Worst 3-yr total return4.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBAFDXCategory
YTD8.55%5.31%
1-month3.53%-4.19%
3-month6.37%3.90%
1-year8.55%20.31%
3-year6.67%6.48%
5-year11.10%11.78%
10-year8.19%10.96%
Last bull market36.02%25.56%
Last bear market-11.78%-15.11%

Annual total return (%) history

Year
BAFDXCategory
2023
8.55%22.32%
2022
-11.69%-16.96%
2021
26.64%26.07%
2020
6.81%15.83%
2019
30.55%28.78%
2018
-5.88%-6.27%
2017
20.50%20.44%
2016
9.42%10.37%
2015
-5.14%-1.07%
2014
10.24%10.96%
2013
28.33%31.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20232.42%3.44%-3.67%6.37%
2022-4.43%-11.78%-5.57%10.91%
20216.21%6.79%0.32%11.29%
2020-21.63%17.26%5.56%10.11%
201913.87%4.87%1.72%7.48%
2018-3.12%2.55%6.63%-11.16%
20175.56%3.56%3.45%6.55%
20163.02%2.43%2.09%1.57%
20150.25%-1.44%-6.39%2.56%
20141.00%5.11%-0.39%4.25%
20139.91%3.90%4.35%7.70%

Rank in category (by total return)

YTD96
1-month89
3-month97
1-year96
3-year88
5-year92

Load adjusted returns

1-year8.55%
3-year6.67%
5-year11.10%
10-year8.19%