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Brown Advisory Growth Equity Adv (BAGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.60+0.07 (+0.26%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.06%
5-year average return10.79%
Number of years up13
Number of years down4
Best 1-yr total return (2 Jul 2024)50.60%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return50.60%
Worst 3-yr total return1.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBAGAXCategory
YTD10.06%12.38%
1-month5.65%5.09%
3-month1.23%10.28%
1-year19.22%41.70%
3-year0.83%22.56%
5-year11.06%21.98%
10-year12.08%15.99%
Last bull market30.18%25.99%
Last bear market-19.82%-17.29%

Annual total return (%) history

Year
BAGAXCategory
2024
N/AN/A
2023
33.41%N/A
2022
-33.84%N/A
2021
18.58%N/A
2020
32.02%35.86%
2019
40.16%31.90%
2018
4.75%-2.09%
2017
30.12%27.67%
2016
-3.30%3.23%
2015
6.62%3.60%
2014
5.97%10.00%
2013
28.25%33.92%
2012
15.23%15.34%
2011
-0.64%-2.46%
2010
23.98%15.53%
2009
50.60%35.68%
2008
-37.83%-40.67%
2007
7.77%13.35%
2006
N/A7.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.73%1.23%N/AN/A
202310.91%11.05%-5.37%14.47%
2022-15.14%-19.82%-8.33%6.08%
2021-1.44%14.01%0.23%5.29%
2020-12.85%26.42%11.14%7.81%
201919.67%5.43%2.21%8.68%
20187.02%6.27%7.68%-14.46%
20179.33%5.48%4.67%7.79%
2016-1.50%-0.27%3.49%-4.87%
20153.90%0.72%-5.20%7.48%
2014-0.22%1.70%-0.32%4.77%
20139.22%0.96%7.73%7.96%
201217.30%-7.75%7.43%-0.88%
20115.68%0.68%-16.15%11.38%
20105.95%-8.33%14.39%11.60%
2009-0.30%19.01%17.11%8.38%
2008-9.89%-0.10%-7.60%-25.26%
20070.80%6.72%4.35%-3.99%
20064.91%6.81%N/AN/A

Rank in category (by total return)

YTD88
1-month48
3-month86
1-year88
3-year90
5-year88

Load adjusted returns

1-year19.22%
3-year0.83%
5-year11.06%
10-year12.08%