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Nasdaq - Delayed Quote USD

Brown Advisory Growth Equity Inst (BAFGX)

16.30
+0.12
+(0.74%)
At close: 6:48:44 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.48%
5y Average Return 11.79%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (Mar 31, 2025) 40.62%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 40.62%
Worst 3Y Total Return 1.42%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BAFGX
Category
YTD
-0.12%
12.38%
1-Month
-3.34%
5.09%
3-Month
-3.25%
10.28%
1-Year
9.43%
41.70%
3-Year
7.67%
22.56%
5-Year
11.18%
21.98%
10-Year
12.23%
15.99%
Last Bull Market
17.93%
25.99%
Last Bear Market
-19.71%
-17.29%

Annual Total Return (%) History

Year
BAFGX
Category
2024
17.22%
--
2023
33.99%
--
2022
-33.58%
--
2021
19.05%
--
2020
32.59%
35.86%
2019
40.62%
31.90%
2018
5.21%
-2.09%
2017
30.57%
27.67%

2016
-2.86%
3.23%
2015
7.01%
3.60%
2014
6.39%
10.00%
2013
28.76%
33.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.87% 1.28% 4.14% 2.08%
2023 11.03% 11.19% -5.31% 14.62%
2022 -15.05% -19.71% -8.27% 6.16%
2021 -1.32% 14.10% 0.35% 5.38%
2020 -12.74% 26.58% 11.22% 7.92%
2019 19.72% 5.58% 2.30% 8.75%
2018 7.15% 6.36% 7.78% -14.35%
2017 9.39% 5.53% 4.79% 7.93%
2016 -1.34% -0.21% 3.60% -4.76%
2015 3.97% 0.84% -5.12% 7.57%

2014 -0.11% 1.76% -0.21% 4.88%
2013 9.33% 1.06% 7.83% 8.08%

Rank in Category (By Total Return)

YTD 37
1-Month 44
3-Month 83
1-Year 91
3-Year 91
5-Year 95

Load Adjusted Returns

1-Year 9.43%
3-Year 7.67%
5-Year 11.18%
10-Year 12.23%

Performance & Risk

YTD Return -7.48%
5y Average Return 11.79%
Rank in Category (ytd) 37
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Brown Advisory Funds
Net Assets 696.67M
YTD Return -0.12%
Yield 0.00%
Morningstar Rating
Inception Date May 18, 2006

Fund Summary

The fund normally invests at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities of domestic companies. It invests primarily in securities of medium and large market capitalization companies that the Adviser believes have exhibited an above average rate of earnings growth and that have prospects for above average, sustainable growth in the future. Medium and large market capitalization companies are those companies with market capitalizations generally greater than $2 billion at the time of purchase.

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