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Brown Advisory Flexible Equity Inst (BAFFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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39.64-0.16 (-0.40%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.88%
5-year average return15.72%
Number of years up8
Number of years down3
Best 1-yr total return (27 Jun 2024)36.51%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return36.51%
Worst 3-yr total return5.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBAFFXCategory
YTD10.77%12.38%
1-month3.49%5.09%
3-month2.25%10.28%
1-year33.03%41.70%
3-year8.67%22.56%
5-year16.50%21.98%
10-year13.08%15.99%
Last bull market29.57%25.99%
Last bear market-16.02%-17.29%

Annual total return (%) history

Year
BAFFXCategory
2024
N/AN/A
2023
34.68%N/A
2022
-20.97%N/A
2021
25.14%N/A
2020
20.06%35.86%
2019
36.51%31.90%
2018
-3.90%-2.09%
2017
24.27%27.67%
2016
9.54%3.23%
2015
-2.81%3.60%
2014
12.91%10.00%
2013
35.75%33.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.55%N/AN/AN/A
20239.26%9.99%-1.00%13.21%
2022-6.87%-16.02%-5.75%7.22%
20218.14%9.28%-0.82%6.77%
2020-21.21%23.97%10.14%11.60%
201914.38%4.75%1.96%11.75%
20180.29%5.38%6.88%-14.93%
20176.13%3.93%5.02%7.28%
2016-1.36%-0.46%7.59%3.69%
20150.69%-1.12%-6.47%4.37%
20140.28%3.71%2.09%6.34%
20139.88%6.14%4.80%11.07%

Rank in category (by total return)

YTD62
1-month80
3-month54
1-year42
3-year33
5-year38

Load adjusted returns

1-year33.03%
3-year8.67%
5-year16.50%
10-year13.08%