Brown Advisory Small Cap Fund Manager Performance Evaluation
| BASAX Fund | USD 19.03 0.20 1.04% |
The fund shows a Beta (market volatility) of 1.0, which signifies a somewhat significant risk relative to the market. Brown Advisory returns are very sensitive to returns on the market. As the market goes up or down, Brown Advisory is expected to follow.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Brown Advisory Small Cap are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Brown Advisory showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 31st of October 2025 | |
| Expense Ratio | 1.3600 |
Brown |
Brown Advisory Relative Risk vs. Return Landscape
If you would invest 1,467 in Brown Advisory Small Cap on October 28, 2025 and sell it today you would earn a total of 436.00 from holding Brown Advisory Small Cap or generate 29.72% return on investment over 90 days. Brown Advisory Small Cap is currently producing 0.471% returns and takes up 3.1657% volatility of returns over 90 trading days. Put another way, 28% of traded mutual funds are less volatile than Brown, and 91% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Brown Advisory Current Valuation
Overvalued
Today
Please note that Brown Advisory's price fluctuation is not too volatile at this time. At this time, the entity appears to be overvalued. Brown Advisory Small shows a prevailing Real Value of $18.39 per share. The current price of the fund is $19.03. We determine the value of Brown Advisory Small from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Brown Advisory is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Brown Mutual Fund. However, Brown Advisory's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 19.03 | Real 18.39 | Hype 19.03 | Naive 19.44 |
The intrinsic value of Brown Advisory's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Brown Advisory's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Brown Advisory Small Cap helps investors to forecast how Brown mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Brown Advisory more accurately as focusing exclusively on Brown Advisory's fundamentals will not take into account other important factors: Brown Advisory Target Price Odds to finish over Current Price
The tendency of Brown Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 19.03 | 90 days | 19.03 | about 8.1 |
Based on a normal probability distribution, the odds of Brown Advisory to move above the current price in 90 days from now is about 8.1 (This Brown Advisory Small Cap probability density function shows the probability of Brown Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Brown Advisory has a beta of 1.0 suggesting Brown Advisory Small Cap market returns are sensitive to returns on the market. As the market goes up or down, Brown Advisory is expected to follow. Additionally Brown Advisory Small Cap has an alpha of 0.3716, implying that it can generate a 0.37 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Brown Advisory Price Density |
| Price |
Predictive Modules for Brown Advisory
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Brown Advisory Small. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Brown Advisory Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Brown Advisory is not an exception. The market had few large corrections towards the Brown Advisory's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Brown Advisory Small Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Brown Advisory within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.37 | |
β | Beta against Dow Jones | 1.00 | |
σ | Overall volatility | 2.11 | |
Ir | Information ratio | 0.12 |
Brown Advisory Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Brown Advisory for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Brown Advisory Small can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Brown Advisory Small had very high historical volatility over the last 90 days | |
| The fund holds about 8.45% of its assets under management (AUM) in cash |
Brown Advisory Fundamentals Growth
Brown Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Brown Advisory, and Brown Advisory fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Brown Mutual Fund performance.
| Price To Earning | 35.30 X | ||||
| Price To Book | 3.94 X | ||||
| Price To Sales | 2.69 X | ||||
| Total Asset | 6.19 M | ||||
About Brown Advisory Performance
Evaluating Brown Advisory's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Brown Advisory has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Brown Advisory has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal conditions, 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 small domestic companies. The fund invests primarily in companies the Adviser believes have above average growth prospects. Equity securities include domestic common and preferred stock, convertible debt securities, American Depositary Receipts , real estate investment trusts and exchange traded funds .Things to note about Brown Advisory Small performance evaluation
Checking the ongoing alerts about Brown Advisory for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Brown Advisory Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Brown Advisory Small had very high historical volatility over the last 90 days | |
| The fund holds about 8.45% of its assets under management (AUM) in cash |
- Analyzing Brown Advisory's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Brown Advisory's stock is overvalued or undervalued compared to its peers.
- Examining Brown Advisory's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Brown Advisory's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Brown Advisory's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Brown Advisory's mutual fund. These opinions can provide insight into Brown Advisory's potential for growth and whether the stock is currently undervalued or overvalued.
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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