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Brown Advisory Growth Equity Inv (BIAGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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27.37-0.24 (-0.87%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.36%
5-Year Average Return10.90%
Number of Years Up17
Number of Years Down7
Best 1 Yr Total Return (Apr 16, 2024)51.47%
Worst 1 Yr Total Return (Apr 16, 2024)N/A
Best 3-Yr Total Return51.47%
Worst 3-Yr Total Return1.43%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBIAGXCategory
YTD8.84%12.38%
1-Month1.73%5.09%
3-Month8.84%10.28%
1-Year31.16%41.70%
3-Year5.19%22.56%
5-Year12.25%21.98%
10-Year12.41%15.99%
Last Bull Market34.95%25.99%
Last Bear Market-19.73%-17.29%

Annual Total Return (%) History

Year
BIAGXCategory
2024
N/AN/A
2023
33.77%N/A
2022
-33.68%N/A
2021
18.89%N/A
2020
32.37%35.86%
2019
40.48%31.90%
2018
5.01%-2.09%
2017
30.43%27.67%
2016
-3.02%3.23%
2015
6.88%3.60%
2014
6.18%10.00%
2013
28.63%33.92%
2012
15.43%15.34%
2011
-0.31%-2.46%
2010
24.44%15.53%
2009
51.47%35.68%
2008
-37.56%-40.67%
2007
8.35%13.35%
2006
13.42%7.05%
2005
3.34%6.71%
2004
4.84%7.81%
2003
29.90%28.66%
2002
-28.06%-27.64%
2001
-9.34%-22.30%
2000
-9.53%-13.05%
1999
N/A38.87%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.84%N/AN/AN/A
202311.00%11.10%-5.32%14.57%
2022-15.12%-19.73%-8.27%6.10%
2021-1.38%14.11%0.27%5.36%
2020-12.79%26.56%11.17%7.88%
201919.75%5.51%2.29%8.69%
20187.12%6.33%7.72%-14.41%
20179.40%5.52%4.73%7.89%
2016-1.39%-0.21%3.57%-4.84%
20153.98%0.80%-5.13%7.49%
2014-0.16%1.76%-0.31%4.84%
20139.33%1.00%7.77%8.09%
201217.35%-7.69%7.54%-0.90%
20115.79%0.81%-16.14%11.46%
20106.04%-8.26%14.61%11.62%
2009-0.15%19.20%17.22%8.56%
2008-9.82%0.10%-7.52%-25.21%
20070.89%7.00%4.42%-3.88%
20065.07%-3.86%5.02%6.91%
2005-3.30%3.01%2.34%1.37%
20041.70%0.24%-5.49%8.81%
2003-1.99%17.61%2.33%10.12%
2002-4.88%-17.90%-16.78%10.70%
2001-12.37%7.84%-18.64%17.92%
20004.14%-3.97%-4.88%-4.90%
1999-6.69%14.08%N/AN/A

Rank In Category (By Total Return)

YTD84
1-Month70
3-Month84
1-Year76
3-Year80
5-Year84

Load Adjusted Returns

1-Year31.16%
3-Year5.19%
5-Year12.25%
10-Year12.41%