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BIASX: Brown Advisory Small-Cap Growth I (MUTUAL FUND)
Basic Info 21.07 0.36(1.74%) March 31
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 07/16/1999 |
| Last Dividend Date: | 12/13/2022 |
| 12-Mo. Yield | 0.75% |
| Expenses | 1.19% |
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Performance Analytics (As of 03/30/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 3.3 | 4.7 | 0.5 | 18.7 | 10.1 | 11.3 | 10.5 | 7.5 | -13.4 | -5.6 | 31.8 | 33.5 | -4.4 | 16.9 | 9.5 | 8.1 | 0.0 | 40.5 | 14.4 | -2.7 | 29.1 | 40.6 | -39.0 | 16.3 | 8.6 | 5.2 | 7.8 | 52.4 | -39.1 | -13.0 | -15.6 | 44.8 |
| SR | NA | 0.01 | -0.17 | 0.79 | 0.34 | 0.52 | NA | 0.25 | -0.54 | -0.25 | 0.92 | 2.23 | -0.33 | 1.6 | 0.57 | 0.53 | 0.0 | 3.05 | 0.89 | -0.1 | 1.4 | 1.46 | -0.93 | 0.74 | 0.3 | 0.18 | 0.33 | 2.1 | -1.16 | -0.41 | -0.43 | 5.12 |
| DD(%) | NA | 8.7 | 19.8 | 30.5 | 38.0 | 38.0 | NA | 73.2 | 26.9 | 20.9 | 38.0 | 10.2 | 24.9 | 5.5 | 16.3 | 13.1 | 15.8 | 6.1 | 11.1 | 27.8 | 16.0 | 20.5 | 54.2 | 11.8 | 16.7 | 13.1 | 24.0 | 16.3 | 53.6 | 41.7 | 44.3 | 12.8 |
| SD(%) | NA | 18.4 | 25.7 | 23.3 | 23.5 | 19.5 | NA | 25.1 | 27.4 | 22.4 | 34.1 | 14.4 | 17.2 | 10.2 | 16.4 | 15.1 | 15.3 | 13.3 | 16.3 | 28.7 | 20.7 | 27.6 | 42.6 | 18.1 | 17.4 | 17.0 | 21.0 | 24.6 | 34.7 | 38.2 | 46.0 | 22.9 |
| TR | NA | 0.0 | -0.05 | 0.23 | 0.1 | 0.12 | NA | 0.07 | -0.19 | -0.07 | 0.35 | 0.36 | -0.07 | 0.18 | 0.1 | 0.09 | 0.0 | 0.47 | 0.16 | -0.03 | 0.35 | 0.49 | -0.41 | 0.15 | 0.05 | 0.03 | 0.06 | 0.45 | -0.32 | -0.12 | -0.17 | 1.13 |
| Alpha(%) | NA | -0.02 | 0.04 | 0.03 | 0.01 | 0.01 | NA | 0.0 | 0.04 | -0.04 | 0.0 | 0.02 | 0.0 | -0.01 | 0.0 | 0.04 | -0.01 | 0.02 | 0.0 | -0.01 | 0.01 | 0.02 | 0.0 | 0.03 | -0.01 | -0.01 | -0.03 | 0.0 | -0.11 | -0.04 | -0.04 | 0.2 |
| Beta(%) | NA | 0.77 | 0.78 | 0.82 | 0.84 | 0.86 | NA | 0.96 | 0.78 | 0.84 | 0.89 | 0.88 | 0.87 | 0.93 | 0.9 | 0.91 | 0.93 | 0.87 | 0.91 | 0.88 | 0.83 | 0.82 | 0.97 | 0.92 | 0.97 | 1.03 | 1.07 | 1.16 | 1.25 | 1.35 | 1.14 | 1.04 |
| RS | NA | 0.96 | 0.85 | 0.9 | 0.93 | 0.92 | NA | 0.85 | 0.87 | 0.63 | 0.98 | 0.93 | 0.95 | 0.87 | 0.91 | 0.92 | 0.9 | 0.89 | 0.92 | 0.98 | 0.91 | 0.95 | 0.97 | 0.86 | 0.89 | 0.8 | 0.88 | 0.84 | 0.8 | 0.79 | 0.77 | 0.5 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/16/1999
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