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Brown Advisory Flexible Equity ETF (BAFE)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

Inception Date
Nov 15, 2024
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

BAFE Performance Chart

Brown Advisory Flexible Equity ETF (BAFE) is up 0.3% since the beginning of the year. BAFE is currently trading at $27 per share.


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S&P 500 Index

Returns By Period

Brown Advisory Flexible Equity ETF (BAFE) has returned 0.30% so far this year and 17.72% over the past 12 months.


Brown Advisory Flexible Equity ETF

1D
0.54%
1M
6.62%
YTD
0.30%
6M
2.30%
1Y
17.72%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.80%
1M
4.83%
YTD
2.59%
6M
5.27%
1Y
30.14%
3Y*
19.29%
5Y*
10.91%
10Y*
12.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BAFE Monthly Returns History

Based on dividend-adjusted daily data since Nov 18, 2024, BAFE's average daily return is +0.03%, while the average monthly return is +0.58%. At this rate, an investment would double in approximately 10.0 years.

Historically, 50% of months were positive and 50% were negative. The best month was Apr 2026 with a return of +8.3%, while the worst month was Mar 2026 at -5.3%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 3 months.

On a daily basis, BAFE closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +9.5%, while the worst single day was Apr 4, 2025 at -5.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.50%-1.75%-5.26%8.29%0.30%
20255.47%-3.39%-5.26%-1.44%5.92%4.93%-0.02%1.28%1.16%-0.83%1.00%1.18%9.80%
20242.99%-3.40%-0.51%

Benchmark Metrics

Brown Advisory Flexible Equity ETF has an annualized alpha of -5.63%, beta of 0.99, and R² of 0.92 versus S&P 500 Index. Calculated based on daily prices since November 19, 2024.

  • This ETF participated in 114.78% of S&P 500 Index downside but only 81.53% of its upside — more exposed to losses than it benefited from rallies.
  • This ETF had an annualized alpha of -5.63% versus S&P 500 Index — delivering less than market exposure alone would predict.
  • With beta of 0.99 and R² of 0.92, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Alpha
-5.63%
Beta
0.99
0.92
Upside Capture
81.53%
Downside Capture
114.78%

Expense Ratio

BAFE has an expense ratio of 0.54%, placing it in the medium range.


Return for Risk

Risk / Return Rank

BAFE ranks 25 for risk / return — below 25% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


BAFE Risk / Return Rank: 2525
Overall Rank
BAFE Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
BAFE Sortino Ratio Rank: 2626
Sortino Ratio Rank
BAFE Omega Ratio Rank: 2626
Omega Ratio Rank
BAFE Calmar Ratio Rank: 2222
Calmar Ratio Rank
BAFE Martin Ratio Rank: 2525
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Brown Advisory Flexible Equity ETF (BAFE) and compare them to a chosen benchmark (S&P 500 Index).


BAFEBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.24

2.30

-1.06

Sortino ratio

Return per unit of downside risk

1.81

3.18

-1.37

Omega ratio

Gain probability vs. loss probability

1.23

1.43

-0.20

Calmar ratio

Return relative to maximum drawdown

1.45

3.40

-1.95

Martin ratio

Return relative to average drawdown

5.16

15.35

-10.20

Explore BAFE risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Brown Advisory Flexible Equity ETF provided a 0.30% dividend yield over the last twelve months, with an annual payout of $0.08 per share.


0.05%0.10%0.15%0.20%0.25%0.30%$0.00$0.02$0.04$0.06$0.0820242025
Dividends
Dividend Yield
PeriodTTM20252024
Dividend$0.08$0.08$0.02

Dividend yield

0.30%0.30%0.06%

Monthly Dividends

The table displays the monthly dividend distributions for Brown Advisory Flexible Equity ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.08$0.08
2024$0.02$0.02

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Brown Advisory Flexible Equity ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Brown Advisory Flexible Equity ETF was 18.37%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.

The current Brown Advisory Flexible Equity ETF drawdown is 2.58%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-18.37%Jan 31, 202547Apr 8, 202559Jul 3, 2025106
-12.73%Jan 12, 202653Mar 27, 2026
-6.15%Oct 28, 202518Nov 20, 202514Dec 11, 202532
-4.39%Dec 5, 202411Dec 19, 202421Jan 23, 202532
-3.88%Sep 22, 202515Oct 10, 202511Oct 27, 202526

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with BAFE

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