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Nasdaq - Delayed Quote USD

Brown Advisory Small-Cap Growth Inst (BAFSX)

39.98
+3.60
+(9.90%)
At close: 8:00:06 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -19.28%
5y Average Return 6.19%
Number of Years Up 18
Number of Years Down 4
Best 1Y Total Return (Apr 8, 2025) 40.74%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 40.74%
Worst 3Y Total Return -2.10%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BAFSX
Category
YTD
-7.34%
12.40%
1-Month
-8.30%
3.37%
3-Month
-7.34%
4.88%
1-Year
-8.40%
55.69%
3-Year
-0.95%
19.34%
5-Year
9.99%
20.72%
10-Year
7.42%
13.98%
Last Bull Market
13.77%
27.85%
Last Bear Market
-14.24%
-24.06%

Annual Total Return (%) History

Year
BAFSX
Category
2025
--
--
2024
4.51%
--
2023
12.56%
--
2022
-20.22%
--
2021
7.64%
--
2020
31.94%
38.62%
2019
33.72%
27.68%
2018
-4.25%
-5.76%

2017
17.10%
21.50%
2016
9.71%
11.20%
2015
8.22%
-2.41%
2014
0.16%
2.44%
2013
40.74%
40.91%
2012
14.49%
13.15%
2011
-2.62%
-3.55%
2010
29.08%
26.98%
2009
40.17%
35.46%
2008
-39.23%
-41.55%
2007
16.00%
7.59%
2006
8.16%
10.81%
2005
4.74%
6.02%
2004
7.32%
12.41%
2003
52.59%
45.54%
2002
--
-27.88%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -7.34% -- -- --
2024 5.71% -5.42% 5.65% -1.06%
2023 4.72% 5.03% -6.45% 9.40%
2022 -10.51% -14.24% -1.67% 5.70%
2021 2.07% 6.65% -2.46% 1.37%
2020 -23.30% 30.67% 8.31% 21.55%
2019 21.61% 7.85% -5.18% 7.52%
2018 3.26% 6.17% 7.04% -18.40%
2017 4.78% 4.15% 5.63% 1.59%
2016 -3.82% 6.78% 8.24% -1.31%

2015 7.46% 1.79% -9.02% 8.75%
2014 -1.22% -1.83% -5.16% 8.91%
2013 10.54% 4.11% 12.88% 8.34%
2012 12.10% -4.39% 3.88% 2.82%
2011 7.36% 0.37% -20.77% 14.05%
2010 9.79% -11.06% 15.52% 14.43%
2009 -3.56% 17.85% 17.35% 5.09%
2008 -12.86% 6.37% -10.63% -26.64%
2007 3.97% 8.60% 4.21% -1.41%
2006 9.39% -8.15% -0.99% 8.72%
2005 -7.95% 6.33% 4.90% 2.02%
2004 4.83% 1.16% -10.45% 13.01%
2003 -4.53% 27.80% 7.16% 16.71%
2002 13.71% -- -- --

Rank in Category (By Total Return)

YTD 16
1-Month 70
3-Month 16
1-Year 77
3-Year 63
5-Year 74

Load Adjusted Returns

1-Year -8.40%
3-Year -0.95%
5-Year 9.99%
10-Year 7.42%

Performance & Risk

YTD Return -19.28%
5y Average Return 6.19%
Rank in Category (ytd) 16
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Brown Advisory Funds
Net Assets 1.24B
YTD Return -7.34%
Yield 0.00%
Morningstar Rating
Inception Date Jun 28, 1999

Fund Summary

Under normal conditions, 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 small domestic companies. The fund invests primarily in companies the Adviser believes have above average growth prospects. Equity securities include domestic common and preferred stock, convertible debt securities, American Depositary Receipts ("ADRs"), real estate investment trusts ("REITs") and exchange traded funds ("ETFs").

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