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Brown Advisory WMC Strat Eurp Eq Inv (BIAHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.62+0.14 (+1.04%)
At close: 04:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.89%
5-year average return9.70%
Number of years up6
Number of years down4
Best 1-yr total return (1 May 2024)32.36%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return32.36%
Worst 3-yr total return-0.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBIAHXCategory
YTD9.29%12.84%
1-month4.72%-1.13%
3-month9.29%7.61%
1-year17.66%37.22%
3-year8.70%9.43%
5-year10.67%10.86%
10-year6.91%6.49%
Last bull market40.64%18.36%
Last bear market-9.73%-24.49%

Annual total return (%) history

Year
BIAHXCategory
2024
N/AN/A
2023
19.36%N/A
2022
-11.96%N/A
2021
14.60%N/A
2020
11.29%7.98%
2019
23.52%24.68%
2018
-16.49%-15.13%
2017
32.36%23.70%
2016
-2.28%-1.66%
2015
6.05%1.70%
2014
-5.09%-7.30%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.29%N/AN/AN/A
202310.87%1.20%-3.65%10.41%
2022-6.70%-9.73%-14.08%21.67%
20212.47%8.13%-0.54%3.99%
2020-22.13%19.63%3.44%15.50%
20198.97%6.41%-2.70%9.48%
2018-1.24%-2.51%1.29%-14.36%
201710.59%10.96%5.15%2.59%
2016-1.08%-1.59%5.05%-4.44%
20154.69%1.49%-5.30%5.39%
20140.88%1.55%-7.46%0.12%

Rank in category (by total return)

YTD19
1-month13
3-month19
1-year20
3-year18
5-year12

Load adjusted returns

1-year17.66%
3-year8.70%
5-year10.67%
10-year6.91%