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

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.58-0.00 (-0.00%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.17%
5-Year Average Return10.09%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Jan 11, 2024)30.07%
Worst 1 Yr Total Return (Jan 11, 2024)N/A
Best 3-Yr Total Return30.07%
Worst 3-Yr Total Return4.19%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBADAXCategory
YTD8.06%5.31%
1-Month3.52%-4.19%
3-Month6.28%3.90%
1-Year8.06%20.31%
3-Year6.24%6.48%
5-Year10.65%11.78%
10-Year7.75%10.96%
Last Bull Market35.58%25.56%
Last Bear Market-11.88%-15.11%

Annual Total Return (%) History

Year
BADAXCategory
2023
8.06%22.32%
2022
-12.00%-16.96%
2021
26.09%26.07%
2020
6.37%15.83%
2019
30.07%28.78%
2018
-6.26%-6.27%
2017
19.98%20.44%
2016
9.01%10.37%
2015
-5.54%-1.07%
2014
9.82%10.96%
2013
27.82%31.50%
2012
10.96%14.96%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20232.24%3.34%-3.78%6.28%
2022-4.53%-11.88%-5.62%10.82%
20216.04%6.70%0.28%11.13%
2020-21.74%17.16%5.46%10.01%
201913.77%4.77%1.62%7.39%
2018-3.21%2.45%6.52%-11.26%
20175.46%3.46%3.28%6.46%
20162.93%2.25%1.99%1.56%
20150.15%-1.62%-6.51%2.54%
20140.91%4.94%-0.50%4.23%
20139.76%3.81%4.25%7.61%
20126.81%-0.81%5.18%-0.43%

Rank In Category (By Total Return)

YTD97
1-Month89
3-Month97
1-Year97
3-Year90
5-Year95

Load Adjusted Returns

1-Year8.06%
3-Year6.24%
5-Year10.65%
10-Year7.75%