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Brown Advisory Mid-Cap Growth Investor (BMIDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.33-0.02 (-0.13%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.79%
5-year average return6.81%
Number of years up4
Number of years down2
Best 1-yr total return (26 Jun 2024)38.10%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return38.10%
Worst 3-yr total return-2.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBMIDXCategory
YTD2.41%10.80%
1-month1.36%4.43%
3-month-2.62%7.00%
1-year18.22%48.17%
3-year-2.36%21.26%
5-year7.61%20.18%
10-year0.00%14.07%
Last bull market28.90%27.14%
Last bear market-19.89%-21.26%

Annual total return (%) history

Year
BMIDXCategory
2024
N/AN/A
2023
22.97%N/A
2022
-28.25%N/A
2021
6.34%N/A
2020
32.27%39.26%
2019
38.10%32.52%
2018
-1.72%-6.65%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.20%N/AN/AN/A
20236.69%6.59%-4.92%13.71%
2022-13.12%-19.89%-1.97%5.17%
2021-0.22%8.59%-1.22%-0.65%
2020-22.60%29.58%10.43%19.42%
201921.02%8.52%-1.14%6.37%
20184.28%5.97%6.87%-16.78%

Rank in category (by total return)

YTD72
1-month72
3-month67
1-year65
3-year69
5-year81

Load adjusted returns

1-year18.22%
3-year-2.36%
5-year7.61%
10-yearN/A