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Brown Advisory Flexible Equity Inv (BIAFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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39.51-0.16 (-0.40%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.26%
5-Year Average Return15.83%
Number of Years Up12
Number of Years Down5
Best 1 Yr Total Return (Jun 26, 2024)40.83%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return40.83%
Worst 3-Yr Total Return5.73%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBIAFXCategory
YTD10.71%12.38%
1-Month3.50%5.09%
3-Month2.23%10.28%
1-Year32.85%41.70%
3-Year8.52%22.56%
5-Year16.33%21.98%
10-Year12.91%15.99%
Last Bull Market29.50%25.99%
Last Bear Market-16.05%-17.29%

Annual Total Return (%) History

Year
BIAFXCategory
2024
N/AN/A
2023
34.47%N/A
2022
-21.09%N/A
2021
24.99%N/A
2020
19.85%35.86%
2019
36.33%31.90%
2018
-4.07%-2.09%
2017
24.12%27.67%
2016
9.37%3.23%
2015
-2.95%3.60%
2014
12.73%10.00%
2013
35.52%33.92%
2012
18.12%15.34%
2011
4.04%-2.46%
2010
10.86%15.53%
2009
40.83%35.68%
2008
-40.03%-40.67%
2007
-7.50%13.35%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.52%N/AN/AN/A
20239.20%9.94%-1.04%13.18%
2022-6.92%-16.05%-5.81%7.21%
20218.13%9.24%-0.85%6.72%
2020-21.28%23.97%10.12%11.52%
201914.34%4.71%1.92%11.71%
20180.24%5.34%6.85%-14.98%
20176.14%3.87%4.92%7.30%
2016-1.36%-0.53%7.54%3.66%
20150.63%-1.12%-6.54%4.37%
20140.21%3.72%2.10%6.23%
20139.88%6.14%4.64%11.05%
201212.61%-4.06%7.54%1.67%
20115.55%0.48%-13.43%13.31%
20106.15%-11.58%9.82%7.55%
2009-5.07%17.44%14.72%10.11%
2008-13.35%-4.56%-4.65%-23.94%
2007-0.20%7.27%-4.30%-9.71%

Rank In Category (By Total Return)

YTD63
1-Month80
3-Month54
1-Year43
3-Year34
5-Year40

Load Adjusted Returns

1-Year32.85%
3-Year8.52%
5-Year16.33%
10-Year12.91%