Brown Advisory Financial Statements From 2010 to 2024
| BAGAX Fund | USD 29.48 0.29 0.99% |
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.
Brown |
Brown Advisory Growth Mutual Fund Year To Date Return Analysis
Brown Advisory's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Brown Advisory Year To Date Return | 22.30 % |
Most of Brown Advisory's fundamental indicators, such as Year To Date 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 Growth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
In accordance with the company's disclosures, Brown Advisory Growth has a Year To Date Return of 22.2965%. This is much higher than that of the Brown Advisory Funds family and significantly higher than that of the Large Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Brown Advisory Growth 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 Growth is third largest fund in price to earning among similar funds. It is fourth largest fund in price to book among similar funds fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Brown Advisory Growth is roughly 6.45 . 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 fund normally invests at least 80 percent of the value of its net assets in equity securities of domestic companies. It invests primarily in securities of medium and large market capitalization companies that the Adviser believes have exhibited an above average rate of earnings growth and that have prospects for above average, sustainable growth in the future. Medium and large market capitalization companies are those companies with market capitalizations generally greater than 2 billion at the time of purchase.
Also Currently Popular
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.
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |