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Brown Advisory Small-Cap Growth Adv (BASAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.07-0.25 (-1.17%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.40%
5-year average return4.60%
Number of years up12
Number of years down5
Best 1-yr total return (30 June 2024)40.18%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return40.18%
Worst 3-yr total return-1.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBASAXCategory
YTD0.42%12.40%
1-month2.29%3.37%
3-month-2.05%4.88%
1-year9.77%55.69%
3-year-3.32%19.34%
5-year6.53%20.72%
10-year8.85%13.98%
Last bull market24.08%27.85%
Last bear market-14.34%-24.06%

Annual total return (%) history

Year
BASAXCategory
2024
N/AN/A
2023
12.06%N/A
2022
-20.50%N/A
2021
7.19%N/A
2020
31.43%38.62%
2019
33.14%27.68%
2018
-4.60%-5.76%
2017
16.57%21.50%
2016
9.30%11.20%
2015
7.78%-2.41%
2014
-0.20%2.44%
2013
40.18%40.91%
2012
14.16%13.15%
2011
-3.08%-3.55%
2010
28.46%26.98%
2009
39.97%35.46%
2008
-39.38%-41.55%
2007
15.67%7.59%
2006
N/A10.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.62%N/AN/AN/A
20234.61%4.91%-6.55%9.25%
2022-10.58%-14.34%-1.71%5.60%
20211.96%6.56%-2.54%1.23%
2020-23.38%30.57%8.20%21.41%
201921.47%7.74%-5.25%7.37%
20183.15%6.11%6.89%-18.45%
20174.65%4.01%5.52%1.49%
2016-3.89%6.68%8.12%-1.40%
20157.36%1.64%-9.11%8.67%
2014-1.34%-1.92%-5.23%8.83%
201310.42%4.05%12.77%8.19%
201212.06%-4.48%3.83%2.73%
20117.26%0.21%-20.89%13.98%
20109.71%-11.17%15.38%14.25%
2009-3.56%17.78%17.31%5.05%
2008-12.86%6.29%-10.68%-26.72%
20073.92%8.49%4.20%-1.54%
2006-1.05%8.70%N/AN/A

Rank in category (by total return)

YTD89
1-month91
3-month77
1-year91
3-year59
5-year83

Load adjusted returns

1-year9.77%
3-year-3.32%
5-year6.53%
10-year8.85%