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Brown Advisory Sustainable Growth Adv (BAWAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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49.78+0.74 (+1.51%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.12%
5-Year Average Return14.85%
Number of Years Up10
Number of Years Down1
Best 1 Yr Total Return (May 2, 2024)38.53%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return38.53%
Worst 3-Yr Total Return7.29%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBAWAXCategory
YTD4.65%12.38%
1-Month-5.52%5.09%
3-Month1.59%10.28%
1-Year27.86%41.70%
3-Year6.62%22.56%
5-Year14.31%21.98%
10-Year15.32%15.99%
Last Bull Market31.00%25.99%
Last Bear Market-18.91%-17.29%

Annual Total Return (%) History

Year
BAWAXCategory
2024
N/AN/A
2023
38.52%N/A
2022
-31.17%N/A
2021
29.55%N/A
2020
38.53%35.86%
2019
34.50%31.90%
2018
4.22%-2.09%
2017
27.61%27.67%
2016
5.25%3.23%
2015
12.60%3.60%
2014
5.98%10.00%
2013
32.95%33.92%
2012
N/A15.34%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.77%N/AN/AN/A
202314.31%8.73%-2.65%14.48%
2022-12.91%-18.91%-5.04%2.64%
20210.24%13.17%4.90%8.87%
2020-12.06%28.64%9.14%12.20%
201917.86%6.23%0.55%6.84%
20184.32%5.65%7.89%-12.35%
20178.26%5.52%4.53%6.87%
2016-0.97%2.60%5.89%-2.18%
20156.29%0.85%-1.23%6.35%
2014-1.01%1.52%0.50%4.92%
20139.07%0.43%11.72%8.64%
20123.60%2.28%N/AN/A

Rank In Category (By Total Return)

YTD73
1-Month82
3-Month87
1-Year62
3-Year31
5-Year30

Load Adjusted Returns

1-Year27.86%
3-Year6.62%
5-Year14.31%
10-Year15.32%