Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAFTX (BROWN ADVISORY TOTAL RETURN FUND INSTITUTIONAL SHARES) | NA | -0.51% | -2.58% | 1.46% | NA | NA | NA | … | … |
Data as of 06/23/2023, Common starting date is 11/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAFTX (BROWN ADVISORY TOTAL RETURN FUND INSTITUTIONAL SHARES) | 11/03/2014 | 06/23/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | -0.51 | -2.58 | 1.46 | NA | NA | NA | … | … | 1.74 | -13.09 | -3.07 | 9.16 | 9.90 | -0.39 | 4.57 | 3.59 | -0.41 | 0.65 |
| Sharpe Ratio | NA | -0.55 | -0.68 | 0.04 | NA | NA | NA | … | … | -0.12 | -2.11 | -0.88 | 1.09 | 2.37 | -0.62 | 1.44 | 1.02 | -0.12 | 1.82 |
| Standard Deviation(%) | NA | 7.56 | 5.73 | 5.79 | NA | NA | NA | … | … | 7.60 | 6.89 | 3.51 | 8.16 | 3.59 | 2.80 | 2.75 | 3.31 | 3.68 | 2.28 |
| Draw Down(%) | NA | 9.16 | 18.56 | 18.56 | NA | NA | NA | … | … | 3.95 | 16.58 | 3.40 | 14.74 | 2.00 | 2.52 | 1.62 | 4.27 | 3.12 | 0.50 |
| Yield(%) | 0.27 | 2.89 | 3.05 | 3.63 | 2.68 | 1.78 | 1.34 | … | … | 1.65 | 1.91 | 3.09 | 3.91 | 5.46 | 3.07 | 2.60 | 2.68 | 2.38 | 0.15 |
Data as of 06/23/2023, Common starting date is 11/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAFTX (BROWN ADVISORY TOTAL RETURN FUND INSTITUTIONAL SHARES) |
-2.91%
Oct 2019 – Oct 2022 |
0.19%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAFTX (BROWN ADVISORY TOTAL RETURN FUND INSTITUTIONAL SHARES) |
6.68%
Oct 2018 – Oct 2021 |
5.30%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart