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Brown Advisory Mid-Cap Growth Fund (BAFMX)

Mutual Fund · Currency in USD · Last updated Mar 23, 2023

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.

Share Price Chart

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The chart shows the growth of $10,000 invested in Brown Advisory Mid-Cap Growth Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $12,662 for a total return of roughly 26.62%. All prices are adjusted for splits and dividends.

BAFMX (Brown Advisory Mid-Cap Growth Fund)
Benchmark (^GSPC)

S&P 500

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Brown Advisory Mid-Cap Growth Fund had a return of 2.10% year-to-date (YTD) and -14.04% in the last 12 months. Over the past 10 years, Brown Advisory Mid-Cap Growth Fund had an annualized return of 5.13%, while the S&P 500 had an annualized return of 8.10%, indicating that Brown Advisory Mid-Cap Growth Fund did not perform as well as the benchmark.

1 month-4.63%-3.48%
6 months1.54%2.10%
1 year-14.04%-11.75%
5 years (annualized)5.13%8.10%
10 years (annualized)5.13%8.10%

Monthly Returns Heatmap


Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Brown Advisory Mid-Cap Growth Fund Sharpe ratio is -0.49. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.

BAFMX (Brown Advisory Mid-Cap Growth Fund)
Benchmark (^GSPC)

Dividend History

Brown Advisory Mid-Cap Growth Fund granted a 6.70% dividend yield in the last twelve months. The annual payout for that period amounted to $0.81 per share.


Dividend yield


Monthly Dividends

The table displays the monthly dividend distributions for Brown Advisory Mid-Cap Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.

BAFMX (Brown Advisory Mid-Cap Growth Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Brown Advisory Mid-Cap Growth Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Brown Advisory Mid-Cap Growth Fund is 38.26%, recorded on Mar 23, 2020. It took 94 trading sessions for the portfolio to recover.



To Bottom


To Recover



-38.26%Feb 20, 202023Mar 23, 202094Aug 5, 2020117
-38.14%Oct 22, 2021164Jun 16, 2022
-22.2%Sep 17, 201869Dec 24, 201859Mar 21, 2019128
-10.36%Feb 16, 202115Mar 8, 202133Apr 23, 202148
-9.1%Apr 27, 202113May 13, 202130Jun 25, 202143
-8.02%Jul 29, 201951Oct 8, 201951Dec 19, 2019102
-7.92%Sep 3, 202015Sep 24, 202011Oct 9, 202026
-6.89%Oct 13, 202014Oct 30, 20204Nov 5, 202018
-6.61%Sep 7, 202120Oct 4, 202113Oct 21, 202133
-5.95%Jan 21, 20215Jan 27, 20217Feb 5, 202112

Volatility Chart

Current Brown Advisory Mid-Cap Growth Fund volatility is 24.64%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.

BAFMX (Brown Advisory Mid-Cap Growth Fund)
Benchmark (^GSPC)