Brown Advisory Financials
| BAISX Fund | USD 8.30 0.01 0.12% |
Brown |
Please note that past performance is not an indicator of the future performance of Brown Advisory, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Brown Advisory Fund Summary
Brown Advisory competes with Metropolitan West, Metropolitan West, Pimco Total, Total Return, and Total Return. The funds investment objective by investing at least 80 percent of the value of its net assets in either fixed income securities of issuers that satisfy the funds sustainable investment criteria or in securities where the use of the proceeds satisfy the funds ESG criteria. The fund may invest up to 20 percent of its assets in high-yield securities .Specialization | Intermediate Core-Plus Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Brown Advisory Incorporated |
| Mutual Fund Family | Brown Advisory Funds |
| Mutual Fund Category | Intermediate Core-Plus Bond |
| Benchmark | NYSE Composite |
| Phone | 800 540 6807 |
| Currency | USD - US Dollar |
You should never invest in Brown Advisory Sustainable without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Brown Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Brown Advisory's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Brown Advisory Key Financial Ratios
Generally speaking, Brown Advisory's financial ratios allow both analysts and investors to convert raw data from Brown Advisory's financial statements into concise, actionable information that can be used to evaluate the performance of Brown Advisory over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Brown Advisory Susta reports annually and quarterly.Brown Financial Ratios 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 Sustainable is rated below average in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 1,386 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Brown Advisory by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Brown Advisory's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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.Brown Advisory Susta Systematic Risk
Brown Advisory's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Brown Advisory volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Brown Advisory Susta correlated with the market. If Beta is less than 0 Brown Advisory generally moves in the opposite direction as compared to the market. If Brown Advisory Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Brown Advisory Susta is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Brown Advisory is generally in the same direction as the market. If Beta > 1 Brown Advisory moves generally in the same direction as, but more than the movement of the benchmark.
Brown Advisory April 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Brown Advisory help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Brown Advisory Sustainable. We use our internally-developed statistical techniques to arrive at the intrinsic value of Brown Advisory Sustainable based on widely used predictive technical indicators. In general, we focus on analyzing Brown Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Brown Advisory's daily price indicators and compare them against related drivers.
| Information Ratio | (0.30) | |||
| Maximum Drawdown | 1.66 | |||
| Value At Risk | (0.71) | |||
| Potential Upside | 0.4843 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Brown Advisory Sustainable. 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 state. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.