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Brown Advisory Sustainable Growth Fd Inst Shs: (MF: BAFWX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 04:45 PM ET

$50.57 USD

+0.01 (0.02%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 10.38 40
3 months 6.36 2
6 months 26.07 3
1 Year 7.54 67
3 Year 16.42 61
5 Year 7.60 68
10 Year 15.55 16

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Sep 30, 2026

1 Year 7.54
5 Year 7.59
10 Year 15.55
Since Inception 15.51

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -12.44 18.53 6.36 NA
2025 -9.98 16.95 1.03 -2.57
2024 10.89 2.94 2.47 2.89
2023 14.42 8.84 -2.55 14.59
2022 -12.82 -18.83 -4.94 2.73
2021 0.30 13.29 5.00 8.99

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.383.6220.3739.07-30.9030.0639.0935.054.6028.085.76
% Total Return Rel to Index -2.36-14.59-4.6412.82-12.691.3820.693.568.996.28-6.17
% Total Return Rel to Peer 1.07-9.080.9816.07-11.208.0019.176.6311.467.40-2.05
% Perf Quintile vs Peer* 3.005.003.001.005.001.001.001.001.001.004.00
% Dividends 0.000.000.000.010.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.0010.972.880.000.000.910.000.210.780.350.12
Expense Ratio 0.620.600.600.630.630.650.700.730.730.730.74

* 1 = Top 20%, 5 = Bottom 20%