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Brown Advisory Mid-Cap Growth Instl (BAFMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.50-0.01 (-0.06%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.80%
5-Year Average Return6.81%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Jun 27, 2024)38.26%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return38.26%
Worst 3-Yr Total Return-1.97%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBAFMXCategory
YTD2.46%10.80%
1-Month1.35%4.43%
3-Month-2.60%7.00%
1-Year18.38%48.17%
3-Year-2.23%21.26%
5-Year7.77%20.18%
10-Year0.00%14.07%
Last Bull Market29.05%27.14%
Last Bear Market-19.83%-21.26%

Annual Total Return (%) History

Year
BAFMXCategory
2024
N/AN/A
2023
23.21%N/A
2022
-28.19%N/A
2021
6.48%N/A
2020
32.56%39.26%
2019
38.26%32.52%
2018
N/A-6.65%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.26%N/AN/AN/A
20236.73%6.70%-4.87%13.74%
2022-13.10%-19.83%-1.95%5.13%
2021-0.22%8.61%-1.16%-0.59%
2020-22.55%29.68%10.40%19.56%
201921.10%8.51%-1.07%6.35%
2018-16.77%N/AN/AN/A

Rank In Category (By Total Return)

YTD70
1-Month73
3-Month67
1-Year64
3-Year66
5-Year78

Load Adjusted Returns

1-Year18.38%
3-Year-2.23%
5-Year7.77%
10-YearN/A