Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX)
The mutual fund aims for long-term capital appreciation by investing in the stock of mid- and large-cap companies with effective sustainable business strategies for future earnings growth. It may also invest up to 15% of its net assets in non-U.S. and emerging market securities through ADRs.
Fund Info
US1152332078
Jun 29, 2012
$1,000,000
Large-Cap
Growth
Expense Ratio
BAFWX has an expense ratio of 0.64%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX) returned 0.56% year-to-date (YTD) and 3.72% over the past 12 months. Over the past 10 years, BAFWX delivered an annualized return of 13.28%, outperforming the S&P 500 benchmark at 10.87%.
BAFWX
0.56%
17.94%
-3.33%
3.72%
13.82%
13.28%
^GSPC (Benchmark)
1.30%
12.94%
1.49%
12.48%
15.82%
10.87%
Monthly Returns
The table below presents the monthly returns of BAFWX, 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 | 3.36% | -5.13% | -8.20% | 0.95% | 10.66% | 0.56% | |||||||
| 2024 | 3.06% | 5.77% | 1.74% | -5.51% | 3.43% | 5.33% | -1.20% | 2.32% | 1.37% | -1.30% | 5.83% | -6.24% | 14.57% |
| 2023 | 9.74% | -1.63% | 6.00% | -0.78% | 3.97% | 5.51% | 4.36% | -0.65% | -6.02% | -3.17% | 12.94% | 4.78% | 39.07% |
| 2022 | -12.66% | -3.68% | 3.63% | -12.95% | 0.53% | -7.25% | 12.99% | -6.25% | -10.26% | 3.09% | 5.93% | -5.93% | -30.90% |
| 2021 | -2.12% | 1.33% | 1.13% | 6.43% | -1.03% | 7.55% | 6.28% | 4.46% | -5.42% | 9.19% | -1.27% | -0.75% | 27.67% |
| 2020 | 1.88% | -5.57% | -8.52% | 15.84% | 7.83% | 3.13% | 5.91% | 4.84% | -1.66% | -0.57% | 8.39% | 4.25% | 39.09% |
| 2019 | 8.80% | 4.85% | 3.46% | 4.71% | -5.39% | 7.32% | 1.52% | 0.11% | -1.01% | 0.45% | 3.86% | 1.77% | 34.05% |
| 2018 | 7.77% | -2.36% | -0.82% | 1.42% | 3.72% | 0.57% | 3.13% | 4.30% | 0.40% | -7.56% | 2.87% | -11.04% | 0.86% |
| 2017 | 3.75% | 3.38% | 1.01% | 3.35% | 2.43% | -0.21% | 1.58% | 1.72% | 1.28% | 4.64% | 2.89% | -2.30% | 25.98% |
| 2016 | -6.09% | -1.22% | 6.91% | 0.51% | 3.18% | -0.99% | 4.80% | 0.48% | 0.65% | -1.59% | 0.42% | -1.55% | 5.01% |
| 2015 | -0.41% | 6.67% | 0.19% | -1.29% | 3.39% | -1.13% | 6.37% | -6.41% | -0.64% | 6.38% | 1.64% | -6.08% | 7.87% |
| 2014 | -4.07% | 5.50% | -2.18% | -2.23% | 1.84% | 2.10% | -1.77% | 4.40% | -1.87% | 3.52% | 2.38% | -2.92% | 4.21% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BAFWX is 31, 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 Sustainable Growth Fund Institutional Shares (BAFWX) 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
Brown Advisory Sustainable Growth Fund Institutional Shares provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.01 | $0.00 |
Dividend yield | 0.00% | 0.00% | 0.01% | 0.00% |
Monthly Dividends
The table displays the monthly dividend distributions for Brown Advisory Sustainable Growth Fund Institutional Shares. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2022 | $0.00 | $0.00 |
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 Sustainable Growth Fund Institutional Shares. 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 Sustainable Growth Fund Institutional Shares was 37.99%, occurring on Oct 14, 2022. Recovery took 345 trading sessions.
The current Brown Advisory Sustainable Growth Fund Institutional Shares drawdown is 8.44%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.99% | Nov 22, 2021 | 226 | Oct 14, 2022 | 345 | Mar 1, 2024 | 571 |
| -30.44% | Feb 20, 2020 | 23 | Mar 23, 2020 | 47 | May 29, 2020 | 70 |
| -27.36% | Dec 5, 2024 | 84 | Apr 8, 2025 | — | — | — |
| -21.21% | Sep 17, 2018 | 69 | Dec 24, 2018 | 59 | Mar 21, 2019 | 128 |
| -19.71% | Dec 2, 2015 | 46 | Feb 8, 2016 | 129 | Aug 11, 2016 | 175 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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