Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BAFLX (Brown Advisory Global Leaders Fund Institutional Shares) | 12.64% | 15.81% | 18.87% | 12.96% | NA | NA | NA | 15.73% |
Data as of 07/03/2025, AR inception is 01/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAFLX (Brown Advisory Global Leaders Fund Institutional Shares) | 01/11/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.24 | 15.81 | 18.87 | 12.96 | NA | NA | NA | 15.73 | 12.64 | 14.14 | 26.17 | -19.51 | 16.80 | 20.48 | 30.75 |
| Sharpe Ratio | NA | 0.78 | 0.97 | 0.65 | NA | NA | NA | 0.65 | 1.26 | 0.88 | 1.65 | -0.83 | 1.16 | 0.64 | 2.51 |
| Standard Deviation(%) | NA | 16.08 | 16.09 | 17.40 | NA | NA | NA | 19.67 | 18.87 | 12.00 | 13.77 | 25.42 | 14.45 | 31.49 | 12.15 |
| Draw Down(%) | NA | 13.70 | 17.33 | 28.95 | NA | NA | NA | 32.43 | 13.70 | 6.90 | 12.20 | 28.95 | 6.68 | 32.43 | 6.93 |
| Yield(%) | 0.00 | 0.54 | 0.71 | 0.81 | 0.57 | 0.38 | 0.29 | 0.95 | 0.00 | 0.61 | 0.67 | 0.51 | 1.33 | 0.16 | 0.45 |
Data as of 07/03/2025, AR inception is 01/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAFLX (Brown Advisory Global Leaders Fund Institutional Shares) |
3.32%
Sep 2019 - Sep 2022 |
10.28%
Dec 2019 - Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAFLX (Brown Advisory Global Leaders Fund Institutional Shares) |
18.92%
Jun 2022 - Jun 2025 |
14.93%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart