BAFWX
Brown Advisory Sustainable Growth-Inst
$55.33
-0.23 (-0.41%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 10022.975M |
| 52 Week High | 55.75 |
| 52 Week Low | 39.626 |
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Key Data
| Symbol | BAFWX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 55.33 |
| Price Yesterday | 55.56 |
| Market Cap | 10,022.98 |
| YTD Return | 15.03% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0.01 |
| Prospectus | 0.0064 |
Overview
| 52 Week High | 55.75 |
|---|---|
| 52 Week Low | 39.63 |
| Market Cap | 10,022.98M |
| Shares Outstanding | 181.15M |
| Income Dividend Yield | 0.01% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.01% |
Returns Annualized
| One Day | -64.88% |
|---|---|
| Five Days | 52.38% |
| One Months | 60.23% |
| Three Months | 17.59% |
| Six Months | 35.47% |
| Nine Months | 41.50% |
| One Year | 30.42% |
| Three Years | 7.22% |
| Five Years | 16.26% |
| Ten Years | 16.48% |
| YTD | 31.22% |
| Since Inception | 16.95% |
Returns Total
| One Day | -0.41% |
|---|---|
| Five Days | 0.84% |
| One Month | 3.81% |
| Three Months | 4.06% |
| Six Months | 16.09% |
| Nine Months | 29.35% |
| One Year | 30.39% |
| Three Years | 23.14% |
| Five Years | 112.00% |
| Ten Years | 357.76% |
| YTD | 15.03% |
| Since Inception | 552.32% |
Yearly Returns
| 2024 | 15.03% |
|---|---|
| 2023 | 39.07% |
| 2022 | -30.90% |
| 2021 | 30.07% |
| 2020 | 39.09% |
| 2019 | 35.05% |
| 2018 | 4.60% |
| 2017 | 28.11% |
| 2016 | 5.75% |
| 2015 | 13.01% |
Risk against SP-DA
| Alpha | -4.59% |
|---|---|
| Beta | 1.27 |
| Correlation | 93.09% |
| Downside Deviation | 3.35% |
| Coefficient of determination | 86.65% |
| Standard Deviation | 4.39% |
| Sharpe Ratio | 0.11 |
| Sortino | 0.51 |
| Treynor | 19.72 |
| Ulcer Index | 3.4 |
| Ulcer Performance Index | 0.5 |