Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAFSX (BROWN ADVISORY SMALL-CAP GROWTH FUND INSTITUTIONAL SHARES) | 8.74% | 14.04% | 7.50% | 1.12% | 8.82% | 9.70% | 9.15% | … | … |
Data as of 06/05/2026, Common starting date is 09/23/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAFSX (BROWN ADVISORY SMALL-CAP GROWTH FUND INSTITUTIONAL SHARES) | 09/23/2002 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.91 | 14.04 | 7.50 | 1.12 | 8.82 | 9.70 | 9.15 | … | … | 8.74 | -12.40 | -0.99 | 12.56 | -26.08 | -5.46 | 30.90 | 33.72 | -4.29 | 17.10 | 9.72 | 8.35 | 0.16 | 40.74 | 14.49 | -2.62 | 29.08 | 40.17 | -39.23 | 16.00 | 8.16 | 4.74 | 7.32 | 52.59 | 13.92 |
| Sharpe Ratio | NA | 0.93 | 0.30 | -0.05 | 0.39 | NA | NA | … | … | 1.41 | -0.54 | -0.43 | 0.52 | -1.04 | -0.25 | 0.89 | 2.25 | -0.33 | 1.62 | 0.58 | 0.55 | 0.01 | 3.07 | 0.90 | -0.09 | 1.40 | 1.45 | -0.94 | 0.72 | 0.28 | 0.15 | 0.30 | 2.12 | 1.70 |
| Standard Deviation(%) | NA | 17.08 | 18.66 | 19.79 | 20.05 | NA | NA | … | … | 18.61 | 28.88 | 17.68 | 16.01 | 26.52 | 22.32 | 34.25 | 14.34 | 17.16 | 10.20 | 16.43 | 15.10 | 15.35 | 13.24 | 16.22 | 28.68 | 20.68 | 27.73 | 42.63 | 18.07 | 17.39 | 17.03 | 21.03 | 24.53 | 35.38 |
| Draw Down(%) | NA | 10.87 | 24.94 | 30.56 | 38.06 | NA | NA | … | … | 10.87 | 23.49 | 12.67 | 15.95 | 27.99 | 20.88 | 38.06 | 10.18 | 24.98 | 5.52 | 16.23 | 13.14 | 15.70 | 6.10 | 11.11 | 27.76 | 15.98 | 20.54 | 54.38 | 11.82 | 16.86 | 13.19 | 24.36 | 16.22 | 12.02 |
| Yield(%) | 0.00 | 17.22 | 7.96 | 6.74 | 8.06 | 9.28 | 9.72 | … | … | 0.00 | 16.88 | 5.78 | 0.00 | 6.05 | 12.72 | 1.01 | 2.64 | 4.83 | 2.01 | 3.81 | 15.64 | 11.54 | 6.00 | 10.03 | 0.97 | 0.00 | 0.00 | 1.45 | 4.54 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/23/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAFSX (BROWN ADVISORY SMALL-CAP GROWTH FUND INSTITUTIONAL SHARES) |
-13.53%
Feb 2006 – Feb 2009 |
-6.32%
Feb 2004 – Feb 2009 |
7.25%
Jan 2006 – Jan 2016 |
8.16%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAFSX (BROWN ADVISORY SMALL-CAP GROWTH FUND INSTITUTIONAL SHARES) |
29.87%
Feb 2009 – Feb 2012 |
26.74%
Feb 2009 – Feb 2014 |
17.93%
Feb 2009 – Feb 2019 |
14.36%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart