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Brown Advisory WMC Strat Eurp Eq Adv (BAHAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.28+0.12 (+0.91%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.03%
5-year average return9.12%
Number of years up6
Number of years down4
Best 1-yr total return (29 Apr 2024)32.12%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return32.12%
Worst 3-yr total return-0.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBAHAXCategory
YTD9.18%12.84%
1-month4.63%-1.13%
3-month9.18%7.61%
1-year17.34%37.22%
3-year8.42%9.43%
5-year10.38%10.86%
10-year6.64%6.49%
Last bull market40.38%18.36%
Last bear market-9.76%-24.49%

Annual total return (%) history

Year
BAHAXCategory
2024
N/AN/A
2023
19.12%N/A
2022
-12.16%N/A
2021
14.23%N/A
2020
10.96%7.98%
2019
23.28%24.68%
2018
-16.72%-15.13%
2017
32.12%23.70%
2016
-2.53%-1.66%
2015
5.74%1.70%
2014
-5.30%-7.30%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.18%N/AN/AN/A
202310.83%1.22%-3.79%10.37%
2022-6.71%-9.76%-14.16%21.55%
20212.41%8.05%-0.62%3.88%
2020-22.22%19.59%3.37%15.41%
20198.93%6.36%-2.81%9.48%
2018-1.33%-2.61%1.30%-14.44%
201710.54%10.93%5.09%2.52%
2016-1.18%-1.60%4.97%-4.51%
20154.59%1.50%-5.41%5.30%
20140.78%1.56%-7.47%-0.01%

Rank in category (by total return)

YTD20
1-month15
3-month20
1-year22
3-year19
5-year18

Load adjusted returns

1-year17.34%
3-year8.42%
5-year10.38%
10-year6.64%