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Brown Advisory WMC Strat Eurp Eq Adv (BAHAX)

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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 32.12%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 4

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

Risk Statistics

3 Years5 Years10 Years
BAHAXCategory AverageBAHAXCategory AverageBAHAXCategory Average
Alpha 6.44 -0 4.25 -0.01 2.5 0.01
BETA 0.99 0.01 1.03 0.01 0.98 0.01
Mean Annual Return 0.81 0.01 0.98 0.01 0.64 0.01
R-squared 82.83 0.89 88.28 0.85 84.42 0.85
Standard Deviation 17.91 0.2 19.31 0.17 15.95 0.17
Sharpe Ratio 0.38 0 0.5 0.01 0.39 0
Treynor Ratio 5.48 0.08 7.98 0.09 5.29 0.06

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