Nasdaq - Delayed Quote USD
Brown Advisory Sustainable Val Inv (BISVX)
13.02
-0.04
(-0.31%)
At close: May 30 at 8:00:07 PM EDT
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 that satisfy the fund’s sustainable investment criteria. The fund invests primarily in securities of large market capitalization companies. Large market capitalization companies are, according to the adviser, those companies with market capitalizations generally greater than $3 billion at the time of purchase.
Risk Overview
| Morningstar Risk Rating | -- |
| Best 1Y Total Return | 17.23% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 1 |
| Number of Years Down | -- |
Performance & Risk
| YTD Return | 2.92% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 55 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -- |
| Morningstar Risk Rating | -- |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BISVX | Category Average | BISVX | Category Average | BISVX | Category Average | |
| Alpha | -- | -0.01 | -- | -0.03 | -- | -0.03 |
| BETA | -- | 0.01 | -- | 0.01 | -- | 0.01 |
| Mean Annual Return | -- | 0.01 | -- | 0.01 | -- | 0.01 |
| R-squared | -- | 0.78 | -- | 0.83 | -- | 0.84 |
| Standard Deviation | -- | 0.17 | -- | 0.19 | -- | 0.16 |
| Sharpe Ratio | -- | 0 | -- | 0 | -- | 0.01 |
| Treynor Ratio | -- | 0.04 | -- | 0.07 | -- | 0.08 |
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