Summary
BASV
Prices · period metrics · 12M
NAV as of 02/06/2026
16/06/2025 → 28/05/2026
Return 18.92% 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: 13/06/2025

Latest date: 02/06/2026

Current price: $29.93

Expense ratio: 0.71%

Assets under management
$358.7M
1.47% daily change

Period performance

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

Adjusted return
--
--

Performance metrics

Period total return

5.39%

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

4.72%

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

9.54%

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

18.92%

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: 16/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.076%

Best day

3.276%

08/04/2026
Worst day

-3.031%

12/02/2026
Days with data

241

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $29.50 $29.94 $29.50 $29.93 29,700
01/06/2026 $29.55 $29.79 $29.46 $29.75 8,000
29/05/2026 $29.67 $29.84 $29.67 $29.72 22,800
28/05/2026 $29.19 $29.38 $29.14 $29.31 4,800
27/05/2026 $29.43 $29.43 $29.25 $29.29 4,400
26/05/2026 $29.17 $29.36 $29.17 $29.32 13,400
22/05/2026 $28.95 $29.07 $28.87 $29.02 17,600
21/05/2026 $28.64 $28.76 $28.53 $28.76 1,600
20/05/2026 $28.30 $28.73 $28.30 $28.69 2,800
19/05/2026 $28.21 $28.42 $28.21 $28.25 4,600