Brown Five Year Return

BADAX
 Fund
  

USD 14.76  0.21  1.40%   

Brown Advisory Equity 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.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

Brown 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.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current Brown Advisory Five Year Return

    
  6.03 %  
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 Equity 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.
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Brown Advisory Five Year Return Component Assessment

According to the company disclosure, Brown Advisory Equity has a Five Year Return of 6.03%. This is much higher than that of the Brown Advisory Funds family and significantly higher than that of the Large Blend category. The five year return for all United States funds is notably lower than that of the firm.

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Risk-Return Analysis

View associations between returns expected from investment and the risk you assume
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Fund Asset Allocation for Brown Advisory

The fund consists of 96.67% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.
   Value   
       Instrument Type  

Brown Fundamentals

About Brown Advisory Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Brown Advisory Equity'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 Equity 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.
The fund normally invests at least 80 percent of the value of its net assets in a diversified portfolio of dividend paying equity securities. Equity securities include domestic and foreign common and preferred stock, convertible debt securities, American Depositary Receipts , Master Limited Partnerships , real estate investment trusts and exchange traded funds , and the Adviser may also invest in private placements in these types of securities.

Brown Advisory Investors Sentiment

The influence of Brown Advisory's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Brown. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
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.
Continue to Brown Advisory Piotroski F Score and Brown Advisory Altman Z Score analysis. Note that the Brown Advisory Equity 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 Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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Please note, there is a significant difference between Brown Advisory's value and its price as these two are different measures arrived at by different means. Investors typically determine Brown Advisory value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Brown Advisory's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.