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Brown Advisory Growth Equity Inv (BIAGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.02+0.20 (+0.69%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.59%
5-year average return11.36%
Number of years up17
Number of years down7
Best 1-yr total return (24 June 2024)51.47%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return51.47%
Worst 3-yr total return1.43%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBIAGXCategory
YTD4.27%12.38%
1-month1.66%5.09%
3-month-2.54%10.28%
1-year23.14%41.70%
3-year1.27%22.56%
5-year11.77%21.98%
10-year12.03%15.99%
Last bull market30.38%25.99%
Last bear market-19.73%-17.29%

Annual total return (%) history

Year
BIAGXCategory
2024
N/AN/A
2023
33.77%N/A
2022
-33.68%N/A
2021
18.89%N/A
2020
32.37%35.86%
2019
40.48%31.90%
2018
5.01%-2.09%
2017
30.43%27.67%
2016
-3.02%3.23%
2015
6.88%3.60%
2014
6.18%10.00%
2013
28.63%33.92%
2012
15.43%15.34%
2011
-0.31%-2.46%
2010
24.44%15.53%
2009
51.47%35.68%
2008
-37.56%-40.67%
2007
8.35%13.35%
2006
13.42%7.05%
2005
3.34%6.71%
2004
4.84%7.81%
2003
29.90%28.66%
2002
-28.06%-27.64%
2001
-9.34%-22.30%
2000
-9.53%-13.05%
1999
N/A38.87%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.84%N/AN/AN/A
202311.00%11.10%-5.32%14.57%
2022-15.12%-19.73%-8.27%6.10%
2021-1.38%14.11%0.27%5.36%
2020-12.79%26.56%11.17%7.88%
201919.75%5.51%2.29%8.69%
20187.12%6.33%7.72%-14.41%
20179.40%5.52%4.73%7.89%
2016-1.39%-0.21%3.57%-4.84%
20153.98%0.80%-5.13%7.49%
2014-0.16%1.76%-0.31%4.84%
20139.33%1.00%7.77%8.09%
201217.35%-7.69%7.54%-0.90%
20115.79%0.81%-16.14%11.46%
20106.04%-8.26%14.61%11.62%
2009-0.15%19.20%17.22%8.56%
2008-9.82%0.10%-7.52%-25.21%
20070.89%7.00%4.42%-3.88%
20065.07%-3.86%5.02%6.91%
2005-3.30%3.01%2.34%1.37%
20041.70%0.24%-5.49%8.81%
2003-1.99%17.61%2.33%10.12%
2002-4.88%-17.90%-16.78%10.70%
2001-12.37%7.84%-18.64%17.92%
20004.14%-3.97%-4.88%-4.90%
1999-6.69%14.08%N/AN/A

Rank in category (by total return)

YTD95
1-month95
3-month95
1-year88
3-year90
5-year86

Load adjusted returns

1-year23.14%
3-year1.27%
5-year11.77%
10-year12.03%