Brown Advisory Flexible Fund One Year Return
BAFAX Fund | USD 36.85 0.18 0.49% |
Brown Advisory Flexible fundamentals help investors to digest information that contributes to Brown Advisory's financial success or failures. It also enables traders to predict the movement of Brown Mutual Fund. The fundamental analysis module provides a way to measure Brown Advisory's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Brown Advisory mutual fund.
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Brown Advisory Flexible Mutual Fund One Year Return Analysis
Brown Advisory's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Brown Advisory One Year Return | 34.42 % |
Most of Brown Advisory's fundamental indicators, such as One 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 Flexible is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Brown Advisory Flexible has an One Year Return of 34.4197%. This is much higher than that of the Brown Advisory Funds family and significantly higher than that of the Large Growth category. The one year return for all United States funds is notably lower than that of the firm.
Brown One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Brown Advisory's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Brown Advisory could also be used in its relative valuation, which is a method of valuing Brown Advisory by comparing valuation metrics of similar companies.Brown Advisory is currently under evaluation in one year return among similar funds.
Fund Asset Allocation for Brown Advisory
The fund consists of 94.39% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Brown Advisory's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Brown Fundamentals
Price To Earning | 19.16 X | ||||
Price To Book | 2.61 X | ||||
Price To Sales | 1.92 X | ||||
Total Asset | 5.25 M | ||||
Annual Yield | 0.0007 % | ||||
Year To Date Return | 9.14 % | ||||
One Year Return | 34.42 % | ||||
Three Year Return | 8.43 % | ||||
Five Year Return | 14.55 % | ||||
Ten Year Return | 13.21 % | ||||
Net Asset | 707.02 M | ||||
Cash Position Weight | 5.61 % | ||||
Equity Positions Weight | 94.39 % |
About Brown Advisory Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Brown Advisory Flexible's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Brown Advisory using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Brown Advisory Flexible based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Brown Advisory in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Brown Advisory's short interest history, or implied volatility extrapolated from Brown Advisory options trading.
Pair Trading with Brown Advisory
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Brown Advisory position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Brown Advisory will appreciate offsetting losses from the drop in the long position's value.Moving together with Brown Mutual Fund
0.95 | BAFMX | Brown Advisory Mid | PairCorr |
0.97 | BAFLX | Brown Advisory Global | PairCorr |
0.94 | BAFGX | Brown Advisory Growth | PairCorr |
0.93 | BAFHX | Brown Advisory | PairCorr |
1.0 | BAFFX | Brown Advisory Flexible | PairCorr |
The ability to find closely correlated positions to Brown Advisory could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Brown Advisory when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Brown Advisory - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Brown Advisory Flexible to buy it.
The correlation of Brown Advisory is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Brown Advisory moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Brown Advisory Flexible moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Brown Advisory can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Brown Advisory Flexible. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Brown Advisory Flexible information on this page should be used as a complementary analysis to other Brown Advisory's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.