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Brown Advisory Sustainable Growth Fd Inst Shs: (MF: BAFWX)
(NASDAQ Mutual Funds) As of Aug 6, 2024 08:00 PM ET
$51.06 USD
+0.88 (1.75%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.15 | 34 |
| 3 months | 2.94 | 35 |
| 6 months | 14.15 | 34 |
| 1 Year | 27.47 | 22 |
| 3 Year | 7.88 | 29 |
| 5 Year | 16.39 | 11 |
| 10 Year | 16.32 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 27.47 |
| 5 Year | 16.39 |
| 10 Year | 16.32 |
| Since Inception | 16.74 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.89 | 2.94 | NA | NA |
| 2023 | 14.42 | 8.84 | -2.55 | 14.59 |
| 2022 | -12.82 | -18.83 | -4.94 | 2.73 |
| 2021 | 0.30 | 13.29 | 5.00 | 8.99 |
| 2020 | -11.99 | 28.81 | 9.19 | 12.35 |
| 2019 | 18.02 | 6.32 | 0.60 | 6.97 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.15 | 39.07 | -30.90 | 30.06 | 39.09 | 35.05 | 4.60 | 28.08 | 5.76 | 12.97 | 6.36 |
| % Total Return Rel to Index | -1.14 | 12.82 | -12.69 | 1.38 | 20.69 | 3.56 | 8.99 | 6.28 | -6.17 | 11.58 | -7.27 |
| % Total Return Rel to Peer | 3.49 | 16.07 | -11.20 | 8.00 | 19.17 | 6.63 | 11.46 | 7.40 | -2.05 | 14.57 | -1.83 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 4.00 | 1.00 | 5.00 |
| % Dividends | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.91 | 0.00 | 0.21 | 0.78 | 0.35 | 0.12 | 0.74 | 0.30 |
| Expense Ratio | 0.00 | 0.61 | 0.63 | 0.65 | 0.70 | 0.73 | 0.73 | 0.73 | 0.74 | 0.75 | 0.77 |
* 1 = Top 20%, 5 = Bottom 20%