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Brown Advisory BeutelGoodmanLg-CpValInst (BVALX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.69-0.03 (-0.19%)
At close: 06:45PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.70%
5-Year Average Return13.36%
Number of Years Up5
Number of Years DownN/A
Best 1 Yr Total Return (May 15, 2024)29.90%
Worst 1 Yr Total Return (May 15, 2024)N/A
Best 3-Yr Total Return29.90%
Worst 3-Yr Total Return9.30%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBVALXCategory
YTD5.35%4.44%
1-Month-4.47%-4.04%
3-Month4.11%4.09%
1-Year15.35%14.37%
3-Year7.25%6.04%
5-Year11.66%9.20%
10-Year0.00%8.57%
Last Bull Market30.21%22.97%
Last Bear Market-8.30%-11.27%

Annual Total Return (%) History

Year
BVALXCategory
2024
N/AN/A
2023
12.29%11.63%
2022
2.05%-5.90%
2021
14.74%26.22%
2020
11.51%2.91%
2019
29.90%25.04%
2018
N/A-8.53%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.28%N/AN/AN/A
20232.49%3.71%-5.34%11.60%
20220.54%-8.30%-5.32%16.91%
20219.16%6.11%-3.26%2.39%
2020-20.42%15.83%6.31%13.78%
201910.96%4.49%3.53%8.21%
20180.63%7.52%-10.47%N/A

Rank In Category (By Total Return)

YTD30
1-Month68
3-Month50
1-Year43
3-Year28
5-Year11

Load Adjusted Returns

1-Year15.35%
3-Year7.25%
5-Year11.66%
10-YearN/A