Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BADAX (BROWN ADVISORY EQUITY INCOME FUND ADVISOR SHARES) | NA | 4.97% | 5.75% | 10.23% | 7.92% | NA | NA | … | … |
Data as of 01/12/2024, Common starting date is 01/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BADAX (BROWN ADVISORY EQUITY INCOME FUND ADVISOR SHARES) | 01/03/2012 | 01/12/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 4.97 | 5.75 | 10.23 | 7.92 | NA | NA | … | … | -0.17 | 8.22 | -11.97 | 26.03 | 6.43 | 30.15 | -6.49 | 19.98 | 8.55 | -5.54 | 9.82 | 27.83 | 10.85 |
| Sharpe Ratio | NA | 0.06 | 0.26 | 0.44 | 0.42 | NA | NA | … | … | -1.92 | 0.36 | -0.65 | 2.27 | 0.18 | 2.53 | -0.52 | 3.03 | 0.71 | -0.42 | 1.02 | 2.84 | 1.14 |
| Standard Deviation(%) | NA | 10.92 | 14.97 | 19.72 | 16.21 | NA | NA | … | … | 4.37 | 11.26 | 20.49 | 11.43 | 33.91 | 11.35 | 14.95 | 6.42 | 11.82 | 13.23 | 9.66 | 9.79 | 9.62 |
| Draw Down(%) | NA | 10.94 | 21.05 | 34.61 | 34.61 | NA | NA | … | … | 0.69 | 10.94 | 21.05 | 5.24 | 34.61 | 5.65 | 17.26 | 2.41 | 8.31 | 11.94 | 7.52 | 5.01 | 6.92 |
| Yield(%) | 0.00 | 18.34 | 12.41 | 12.38 | 9.29 | 8.58 | 6.43 | … | … | 0.00 | 18.87 | 7.90 | 11.53 | 6.44 | 10.68 | 12.02 | 5.22 | 4.95 | 2.99 | 6.86 | 6.34 | 3.22 |
Data as of 01/12/2024, Common starting date is 01/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BADAX (BROWN ADVISORY EQUITY INCOME FUND ADVISOR SHARES) |
2.71%
Mar 2017 – Mar 2020 |
3.19%
Mar 2015 – Mar 2020 |
7.20%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BADAX (BROWN ADVISORY EQUITY INCOME FUND ADVISOR SHARES) |
20.41%
Dec 2018 – Dec 2021 |
14.77%
Oct 2016 – Oct 2021 |
10.83%
Feb 2012 – Feb 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart