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Brown Advisory Sustainable Growth Fund (BIAWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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53.79-0.05 (-0.09%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.09%
5-year average return16.22%
Number of years up10
Number of years down1
Best 1-yr total return (27 June 2024)38.88%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return38.88%
Worst 3-yr total return7.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBIAWXCategory
YTD8.31%12.38%
1-month3.40%5.09%
3-month-0.62%10.28%
1-year27.49%41.70%
3-year8.46%22.56%
5-year16.65%21.98%
10-year15.79%15.99%
Last bull market31.14%25.99%
Last bear market-18.85%-17.29%

Annual total return (%) history

Year
BIAWXCategory
2024
N/AN/A
2023
38.88%N/A
2022
-31.02%N/A
2021
29.88%N/A
2020
38.88%35.86%
2019
34.88%31.90%
2018
4.45%-2.09%
2017
27.90%27.67%
2016
5.52%3.23%
2015
12.86%3.60%
2014
6.24%10.00%
2013
33.30%33.92%
2012
N/A15.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.85%N/AN/AN/A
202314.39%8.80%-2.58%14.54%
2022-12.87%-18.85%-4.97%2.66%
20210.28%13.26%4.94%8.96%
2020-12.00%28.71%9.20%12.29%
201917.99%6.28%0.61%6.90%
20184.36%5.75%7.94%-12.32%
20178.28%5.62%4.58%6.93%
2016-0.89%2.64%5.96%-2.10%
20156.39%0.84%-1.15%6.43%
2014-1.00%1.59%0.64%4.97%
20139.15%0.43%11.79%8.77%
20123.60%2.38%N/AN/A

Rank in category (by total return)

YTD81
1-month81
3-month86
1-year74
3-year35
5-year35

Load adjusted returns

1-year27.49%
3-year8.46%
5-year16.65%
10-year15.79%