Summary
BASV
Prices · period metrics · 12M
NAV as of 16/07/2026
16/06/2025 → 28/05/2026
Return 18.84% Volatility 13.59% Sharpe 1.02
Official loaded data — not a live quote.

BROWN ADVISORY SUSTAINABLE VALUE ETF

Symbol: BASV

Exchange: NASDAQ

Sector: Healthcare

Category: Large Value

Inception date: N/A

Latest date: 16/07/2026

Current price: $30.54

Expense ratio: 0.71%

Assets under management
N/A
-0.07% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

-0.10%

Ann. 45.44% (Sharpe / Sortino numerator)

Volatility

14.98%

Sharpe ratio

2.791

VaR 95%

-1.06%

CVaR 95%: -1.24%
Max drawdown: -3.95%
Sortino ratio: 6.460
Calmar ratio: 11.51

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

7.60%

Ann. 10.69% (Sharpe / Sortino numerator)

Volatility

16.37%

Sharpe ratio

0.431

VaR 95%

-1.62%

CVaR 95%: -1.88%
Max drawdown: -8.12%
Sortino ratio: 0.747
Calmar ratio: 1.32

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

7.57%

Ann. 14.02% (Sharpe / Sortino numerator)

Volatility

15.05%

Sharpe ratio

0.691

VaR 95%

-1.59%

CVaR 95%: -2.04%
Max drawdown: -9.43%
Sortino ratio: 1.025
Calmar ratio: 1.49

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

18.84%

Ann. 17.48% (Sharpe / Sortino numerator)

Volatility

13.59%

Sharpe ratio

1.019

VaR 95%

-1.38%

CVaR 95%: -1.84%
Max drawdown: -9.43%
Sortino ratio: 1.572
Calmar ratio: 1.85

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.073%

Best day

3.276%

08/04/2026
Worst day

-3.031%

12/02/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $30.56 $30.60 $30.45 $30.54 53,900
15/07/2026 $30.58 $30.62 $30.36 $30.47 2,800
14/07/2026 $30.89 $30.89 $30.65 $30.71 32,000
13/07/2026 $31.01 $31.05 $30.80 $30.83 13,000
10/07/2026 $31.01 $31.07 $31.00 $31.00 8,300
09/07/2026 $30.85 $31.00 $30.85 $30.91 10,500
08/07/2026 $30.66 $30.66 $30.45 $30.60 35,100
07/07/2026 $30.95 $30.97 $30.89 $30.93 3,700
06/07/2026 $30.93 $31.01 $30.93 $30.96 12,000
02/07/2026 $30.93 $30.93 $30.70 $30.88 6,300