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Brown Advisory Sustainable Growth Fd Adv Shs: (MF: BAWAX)

(NASDAQ Mutual Funds) As of Mar 11, 2026 05:00 PM ET

$38.95 USD

-0.10 (-0.26%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -8.43 98
3 months -8.79 98
6 months -9.39 97
1 Year -3.56 97
3 Year 13.31 71
5 Year 7.14 76
10 Year 14.69 30

* 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 Feb 28, 2026

1 Year 3.19
5 Year 8.85
10 Year 14.82
Since Inception 15.13

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -10.07 16.82 0.93 -2.66
2024 10.76 2.85 2.37 2.79
2023 14.31 8.73 -2.65 14.47
2022 -12.91 -18.91 -5.04 2.64
2021 0.23 13.17 4.89 8.86

Annual Return

20262025202420232022202120202019201820172016
% Total Return -8.433.1919.9038.51-31.1729.5538.5234.504.2227.585.26
% Total Return Rel to Index -6.01-15.02-5.1212.27-12.970.8720.123.018.615.78-6.67
% Total Return Rel to Peer -6.09-9.510.5015.51-11.477.4918.606.0711.086.90-2.55
% Perf Quintile vs Peer* 5.005.000.001.005.001.001.001.001.001.004.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% 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 0.001.001.001.031.031.051.101.131.131.131.14

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