Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
BAFDX (BROWN ADVISORY EQUITY INCOME FUND INSTITUTIONAL SHARES) | NA | 5.39% | 6.19% | 10.68% | 8.34% | NA | NA | 9.72% |
Data as of 01/12/2024, AR inception is 10/22/2012
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
BAFDX (BROWN ADVISORY EQUITY INCOME FUND INSTITUTIONAL SHARES) | 10/22/2012 | 01/12/2024 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.09 | 5.39 | 6.19 | 10.68 | 8.34 | NA | NA | 9.72 | -0.17 | 8.73 | -11.67 | 26.58 | 6.87 | 30.62 | -6.11 | 20.49 | 8.85 | -5.14 | 10.24 | 28.33 | -0.87 |
Sharpe Ratio | NA | 0.10 | 0.29 | 0.46 | 0.45 | NA | NA | 0.55 | -1.72 | 0.40 | -0.64 | 2.33 | 0.19 | 2.59 | -0.50 | 3.10 | 0.72 | -0.39 | 1.07 | 2.92 | -0.45 |
Standard Deviation(%) | NA | 10.94 | 14.97 | 19.72 | 16.21 | NA | NA | 15.64 | 4.87 | 11.27 | 20.51 | 11.38 | 33.93 | 11.29 | 14.93 | 6.44 | 11.94 | 13.18 | 9.59 | 9.71 | 10.44 |
Draw Down(%) | NA | 10.84 | 20.80 | 34.56 | 34.56 | NA | NA | 34.56 | 0.77 | 10.84 | 20.80 | 5.25 | 34.56 | 5.64 | 17.18 | 2.41 | 8.21 | 11.88 | 7.51 | 5.00 | 5.16 |
Yield(%) | 0.00 | 18.71 | 12.80 | 12.83 | 9.71 | 8.04 | 6.03 | 10.97 | 0.00 | 19.27 | 8.24 | 11.97 | 6.81 | 11.13 | 12.51 | 5.64 | 5.25 | 3.37 | 7.26 | 6.72 | 1.49 |
Data as of 01/12/2024, AR inception is 10/22/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
BAFDX (BROWN ADVISORY EQUITY INCOME FUND INSTITUTIONAL SHARES) |
3.13%
Mar 2017 - Mar 2020 |
3.58%
Mar 2015 - Mar 2020 |
7.62%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
BAFDX (BROWN ADVISORY EQUITY INCOME FUND INSTITUTIONAL SHARES) |
20.90%
Dec 2018 - Dec 2021 |
15.23%
Oct 2016 - Oct 2021 |
10.48%
Nov 2012 - Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart