Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX)

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The chart shows the growth of an initial investment of $10,000 in Brown Advisory Sustainable Growth Fund Institutional Shares, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX) has returned -15.23% so far this year and -2.67% over the past 12 months. Looking at the last ten years, BAFWX has achieved an annualized return of 13.41%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Jun 29, 2012, BAFWX's average daily return is +0.06%, while the average monthly return is +1.20%. At this rate, your investment would double in approximately 4.8 years.

Historically, 63% of months were positive and 37% were negative. The best month was Apr 2020 with a return of +15.8%, while the worst month was Apr 2022 at -13.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, BAFWX closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +11.3%, while the worst single day was Mar 16, 2020 at -11.8%.

Brown Advisory Sustainable Growth Fund Institutional Shares has an annualized alpha of 1.30%, beta of 1.09, and R² of 0.86 versus S&P 500 Index. Calculated based on daily prices since July 02, 2012.

• This fund captured 107.23% of S&P 500 Index gains but only 97.90% of its losses — a favorable profile for investors.
• With beta of 1.09 and R² of 0.86, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

BAFWX has an expense ratio of 0.64%, placing it in the medium range.

BAFWX ranks 3 for risk / return — in the bottom 3% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX) and compare them to a chosen benchmark (S&P 500 Index).

Brown Advisory Sustainable Growth Fund Institutional Shares provided a 28.11% dividend yield over the last twelve months, with an annual payout of $10.97 per share. The fund has been increasing its distributions for 3 consecutive years.

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.

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.

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 36.86%, occurring on Oct 14, 2022. Recovery took 329 trading sessions.

The current Brown Advisory Sustainable Growth Fund Institutional Shares drawdown is 19.85%.

The chart below shows the rolling one-month volatility.