Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BAFGX (BROWN ADVISORY GROWTH EQUITY FUND INSTITUTIONAL SHARES) | 8.75% | 14.12% | 17.31% | 9.38% | 13.06% | NA | NA | 14.22% |
Data as of 07/03/2025, AR inception is 10/22/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAFGX (BROWN ADVISORY GROWTH EQUITY FUND INSTITUTIONAL SHARES) | 10/22/2012 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.33 | 14.12 | 17.31 | 9.38 | 13.06 | NA | NA | 14.22 | 8.75 | -36.07 | 25.44 | -38.01 | 5.21 | 26.27 | 40.69 | 4.86 | 30.57 | -2.86 | 7.01 | 6.39 | 28.76 | 0.84 |
| Sharpe Ratio | NA | 0.50 | 0.69 | 0.35 | 0.55 | NA | NA | 0.63 | 0.58 | -0.68 | 1.15 | -1.21 | 0.23 | 0.79 | 2.66 | 0.18 | 3.59 | -0.20 | 0.45 | 0.51 | 2.44 | 0.35 |
| Standard Deviation(%) | NA | 21.91 | 21.11 | 22.00 | 20.97 | NA | NA | 19.45 | 26.06 | 63.09 | 18.56 | 32.54 | 22.55 | 32.94 | 14.79 | 20.28 | 8.38 | 15.13 | 15.50 | 12.39 | 11.78 | 13.34 |
| Draw Down(%) | NA | 21.89 | 22.27 | 41.79 | 41.79 | NA | NA | 41.79 | 21.02 | 48.66 | 14.27 | 39.32 | 19.19 | 30.18 | 6.73 | 20.59 | 2.98 | 13.93 | 11.12 | 8.54 | 4.13 | 5.28 |
| Yield(%) | 0.00 | 50.02 | 25.24 | 16.46 | 16.23 | 15.38 | 11.53 | 19.22 | 0.00 | 56.63 | 8.31 | 4.74 | 13.70 | 6.09 | 6.52 | 11.56 | 9.61 | 8.24 | 6.60 | 3.26 | 0.72 | 0.23 |
Data as of 07/03/2025, 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 |
|---|---|---|---|---|
| BAFGX (BROWN ADVISORY GROWTH EQUITY FUND INSTITUTIONAL SHARES) |
-0.50%
Jul 2021 - Jul 2024 |
8.01%
Sep 2018 - Sep 2023 |
10.06%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAFGX (BROWN ADVISORY GROWTH EQUITY FUND INSTITUTIONAL SHARES) |
30.36%
Dec 2018 - Dec 2021 |
24.85%
Dec 2016 - Dec 2021 |
13.32%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart