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Brown Advisory WMC Strat Eurp Eq Instl (BAFHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
13.05+0.09 (+0.69%)
At close: 08:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.43%
5-Year Average Return10.24%
Number of Years Up6
Number of Years Down4
Best 1 Yr Total Return (Feb 28, 2024)32.65%
Worst 1 Yr Total Return (Feb 28, 2024)N/A
Best 3-Yr Total Return32.65%
Worst 3-Yr Total Return-0.44%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBAFHXCategory
YTD-0.08%12.84%
1-Month-0.08%-1.13%
3-Month13.18%7.61%
1-Year8.96%37.22%
3-Year7.04%9.43%
5-Year9.83%10.86%
10-Year6.81%6.49%
Last Bull Market40.80%18.36%
Last Bear Market-9.69%-24.49%

Annual Total Return (%) History

Year
BAFHXCategory
2023
19.51%N/A
2022
-11.80%N/A
2021
14.77%N/A
2020
11.32%7.98%
2019
23.84%24.68%
2018
-16.41%-15.13%
2017
32.65%23.70%
2016
-2.18%-1.66%
2015
6.11%1.70%
2014
-4.94%-7.30%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202310.93%1.29%-3.72%10.48%
2022-6.61%-9.69%-14.12%21.77%
20212.54%8.19%-0.54%4.00%
2020-22.16%19.70%3.43%15.52%
20199.06%6.49%-2.69%9.57%
2018-1.24%-2.51%1.37%-14.35%
201710.60%11.06%5.23%2.63%
2016-1.08%-1.49%5.05%-4.43%
20154.69%1.49%-5.29%5.46%
20140.88%1.55%-7.36%0.16%

Rank In Category (By Total Return)

YTD43
1-Month43
3-Month87
1-Year51
3-Year24
5-Year16

Load Adjusted Returns

1-Year8.96%
3-Year7.04%
5-Year9.83%
10-Year6.81%