Brown Advisory Mid-Cap Growth Fund (BAFMX)
The Adviser seeks to achieve the fund's investment objective by investing at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities of mid-cap domestic companies. The fund invests primarily in companies the Adviser believes possess "3G" criteria: durable growth, sound governance, and scalable go-to-market strategies. It may invest in ETFs and other types of investment companies that have an investment objective similar to the fund's or that otherwise are permitted investments with the fund's investment policies described herein.
Fund Info
US1152334132
Jul 2, 2018
$1,000,000
Mid-Cap
Growth
Expense Ratio
BAFMX has an expense ratio of 0.79%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Brown Advisory Mid-Cap Growth Fund (BAFMX) returned -3.32% year-to-date (YTD) and 6.04% over the past 12 months.
BAFMX
-3.32%
11.85%
-6.26%
6.04%
8.56%
N/A
^GSPC (Benchmark)
-3.77%
7.44%
-5.60%
8.37%
14.12%
10.46%
Monthly Returns
The table below presents the monthly returns of BAFMX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 7.22% | -5.80% | -8.32% | 0.64% | 3.75% | -3.32% | |||||||
| 2024 | -0.07% | 5.26% | 2.92% | -6.62% | 1.35% | 3.26% | 0.13% | 3.16% | 2.06% | 0.12% | 8.44% | -4.79% | 15.29% |
| 2023 | 5.97% | -1.67% | 2.42% | -0.16% | 0.08% | 6.78% | 2.44% | -2.24% | -5.01% | -4.58% | 10.98% | 7.40% | 23.21% |
| 2022 | -11.11% | -4.59% | 2.47% | -10.89% | -4.03% | -6.26% | 9.76% | -3.56% | -7.38% | 5.48% | 4.96% | -4.95% | -28.12% |
| 2021 | -3.45% | 3.68% | -0.33% | 5.98% | -2.33% | 4.93% | 2.27% | 0.84% | -4.16% | 4.70% | -7.51% | 2.51% | 6.32% |
| 2020 | 1.60% | -6.07% | -18.85% | 15.45% | 10.22% | 1.91% | 5.85% | 5.46% | -1.10% | -1.05% | 13.75% | 6.22% | 32.56% |
| 2019 | 11.40% | 6.55% | 2.02% | 4.79% | -4.10% | 7.97% | 2.97% | -1.48% | -2.48% | 0.38% | 4.21% | 1.66% | 38.26% |
| 2018 | 1.40% | 4.06% | 0.83% | -8.97% | 1.08% | -9.57% | -11.47% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BAFMX is 43, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Brown Advisory Mid-Cap Growth Fund (BAFMX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
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 Mid-Cap Growth Fund. 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 Mid-Cap Growth Fund was 38.26%, occurring on Mar 23, 2020. Recovery took 94 trading sessions.
The current Brown Advisory Mid-Cap Growth Fund drawdown is 10.72%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.26% | Feb 20, 2020 | 23 | Mar 23, 2020 | 94 | Aug 5, 2020 | 117 |
| -38.14% | Oct 22, 2021 | 164 | Jun 16, 2022 | 614 | Nov 25, 2024 | 778 |
| -24.49% | Feb 6, 2025 | 43 | Apr 8, 2025 | — | — | — |
| -22.2% | Sep 17, 2018 | 69 | Dec 24, 2018 | 59 | Mar 21, 2019 | 128 |
| -10.36% | Feb 16, 2021 | 15 | Mar 8, 2021 | 33 | Apr 23, 2021 | 48 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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