Nasdaq - Delayed Quote USD

Brown Advisory WMC Strat Eurp Eq Adv (BAHAX)

13.26 +0.05 (+0.38%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 8.69%
5y Average Return 9.39%
Number of Years Up 6
Number of Years Down 4
Best 1Y Total Return (Apr 26, 2024) 32.12%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 32.12%
Worst 3Y Total Return -0.81%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BAHAX
Category
YTD
9.18%
12.84%
1-Month
4.63%
-1.13%
3-Month
9.18%
7.61%
1-Year
17.34%
37.22%
3-Year
8.42%
9.43%
5-Year
10.38%
10.86%
10-Year
6.64%
6.49%
Last Bull Market
40.38%
18.36%
Last Bear Market
-9.76%
-24.49%

Annual Total Return (%) History

Year
BAHAX
Category
2024
--
--
2023
19.12%
--
2022
-12.16%
--
2021
14.23%
--
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
2024 9.18% -- -- --
2023 10.83% 1.22% -3.79% 10.37%
2022 -6.71% -9.76% -14.16% 21.55%
2021 2.41% 8.05% -0.62% 3.88%
2020 -22.22% 19.59% 3.37% 15.41%
2019 8.93% 6.36% -2.81% 9.48%
2018 -1.33% -2.61% 1.30% -14.44%
2017 10.54% 10.93% 5.09% 2.52%
2016 -1.18% -1.60% 4.97% -4.51%
2015 4.59% 1.50% -5.41% 5.30%

2014 0.78% 1.56% -7.47% -0.01%

Rank in Category (By Total Return)

YTD 20
1-Month 15
3-Month 20
1-Year 22
3-Year 19
5-Year 18

Load Adjusted Returns

1-Year 17.34%
3-Year 8.42%
5-Year 10.38%
10-Year 6.64%

Performance & Risk

YTD Return 8.69%
5y Average Return 9.39%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Europe Stock
Fund Family Brown Advisory Funds
Net Assets 324.56M
YTD Return 9.18%
Yield 0.87%
Morningstar Rating
Inception Date Oct 21, 2013

Fund Summary

Under normal conditions, the fund seeks to achieve its investment objective by investing at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities of companies which are domiciled in or exercise the predominant part of their economic activity in Europe - defined as countries included in the MSCI Europe Index.

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