Brown Advisory Financial Statements From 2010 to 2024
| BAFMX Fund | USD 17.79 0.01 0.06% |
Check Brown Advisory financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Brown Advisory's main balance sheet or income statement drivers, such as , as well as many indicators such as . Brown financial statements analysis is a perfect complement when working with Brown Advisory Valuation or Volatility modules.
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Brown Advisory Mid Cap Mutual Fund Five Year Return Analysis
Brown Advisory's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Brown Advisory Five Year Return | 9.10 % |
Most of Brown Advisory's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Brown Advisory Mid Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, Brown Advisory Mid Cap has a Five Year Return of 9.1024%. This is much higher than that of the Brown Advisory Funds family and significantly higher than that of the Mid-Cap Growth category. The five year return for all United States funds is notably lower than that of the firm.
Brown Advisory Mid Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Brown Advisory's current stock value. Our valuation model uses many indicators to compare Brown Advisory value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Brown Advisory competition to find correlations between indicators driving Brown Advisory's intrinsic value. More Info.Brown Advisory Mid Cap is the top fund in year to date return among similar funds. It also is the top fund in one year return among similar funds reporting about 1.55 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Brown Advisory's earnings, one of the primary drivers of an investment's value.About Brown Advisory Financial Statements
Brown Advisory investors use historical fundamental indicators, such as Brown Advisory's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Brown Advisory. Please read more on our technical analysis and fundamental analysis pages.
The Adviser seeks to achieve the funds investment objective by investing at least 80 percent of the value of its net assets 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 funds or that otherwise are permitted investments with the funds investment policies described herein.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Brown Mutual Fund
Brown Advisory financial ratios help investors to determine whether Brown Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Brown with respect to the benefits of owning Brown Advisory security.
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