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Nasdaq - Delayed Quote USD

Brown Advisory Mid-Cap Growth Instl (BAFMX)

14.09
+0.07
+(0.50%)
At close: 8:05:12 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -16.58%
5y Average Return 8.85%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (Apr 7, 2025) 38.26%
Worst 1Y Total Return (Apr 7, 2025) --
Best 3Y Total Return 38.26%
Worst 3Y Total Return -1.97%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BAFMX
Category
YTD
-7.40%
10.80%
1-Month
-8.32%
4.43%
3-Month
-7.40%
7.00%
1-Year
-1.39%
48.17%
3-Year
2.82%
21.26%
5-Year
11.48%
20.18%
10-Year
0.00%
14.07%
Last Bull Market
19.78%
27.14%
Last Bear Market
-19.83%
-21.26%

Annual Total Return (%) History

Year
BAFMX
Category
2025
--
--
2024
15.29%
--
2023
23.21%
--
2022
-28.19%
--
2021
6.48%
--
2020
32.56%
39.26%
2019
38.26%
32.52%
2018
--
-6.65%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -7.40% -- -- --
2024 8.26% -2.27% 5.42% 3.37%
2023 6.73% 6.70% -4.87% 13.74%
2022 -13.10% -19.83% -1.95% 5.13%
2021 -0.22% 8.61% -1.16% -0.59%
2020 -22.55% 29.68% 10.40% 19.56%
2019 21.10% 8.51% -1.07% 6.35%
2018 -16.77% -- -- --

Rank in Category (By Total Return)

YTD 42
1-Month 68
3-Month 42
1-Year 36
3-Year 37
5-Year 62

Load Adjusted Returns

1-Year -1.39%
3-Year 2.82%
5-Year 11.48%
10-Year --

Performance & Risk

YTD Return -16.58%
5y Average Return 8.85%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Brown Advisory Funds
Net Assets 66.09M
YTD Return -7.40%
Yield 0.00%
Morningstar Rating
Inception Date Oct 02, 2017

Fund Summary

The Adviser seeks to achieve the fund's investment objective by investing at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities of mid-cap domestic companies. The fund invests primarily in companies the Adviser believes possess "3G" criteria: durable growth, sound governance, and scalable go-to-market strategies. It may invest in ETFs and other types of investment companies that have an investment objective similar to the fund's or that otherwise are permitted investments with the fund's investment policies described herein.

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