BADAX - Brown Advisory Equity Income Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.09%
5-Year Average Return7.92%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Jun 5, 2023)30.07%
Worst 1 Yr Total Return (Jun 5, 2023)N/A
Best 3-Yr Total Return30.07%
Worst 3-Yr Total Return4.19%

Trailing Returns (%) Vs. Benchmarks

ReturnBADAXCategory
YTD2.09%14.84%
1-Month-0.53%1.65%
3-Month-0.51%7.55%
1-Year-0.41%40.47%
3-Year8.50%16.77%
5-Year7.92%16.15%
10-Year8.41%13.21%
Last Bull Market35.58%24.09%
Last Bear Market-11.88%-17.61%

Annual Total Return (%) History

Year
BADAXCategory
2023
N/AN/A
2022
-12.00%N/A
2021
26.09%N/A
2020
6.37%15.83%
2019
30.07%28.78%
2018
-6.26%-6.27%
2017
19.98%20.44%
2016
9.01%10.37%
2015
-5.54%-1.07%
2014
9.82%10.96%
2013
27.82%31.50%
2012
10.96%14.96%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20232.24%N/AN/AN/A
2022-4.53%-11.88%-5.62%10.82%
20216.04%6.70%0.28%11.13%
2020-21.74%17.16%5.46%10.01%
201913.77%4.77%1.62%7.39%
2018-3.21%2.45%6.52%-11.26%
20175.46%3.46%3.28%6.46%
20162.93%2.25%1.99%1.56%
20150.15%-1.62%-6.51%2.54%
20140.91%4.94%-0.50%4.23%
20139.76%3.81%4.25%7.61%
20126.81%-0.81%5.18%-0.43%

Rank In Category (By Total Return)

YTD92
1-Month97
3-Month90
1-Year89
3-Year87
5-Year82

Load Adjusted Returns

1-Year-3.26%
3-Year9.51%
5-Year7.95%
10-Year8.14%