Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAFZX (BROWN ADVISORY MORTGAGE SECURITIES FUND INSTITUTIONAL SHARES) | -0.34% | 5.32% | 3.80% | 0.26% | 1.52% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/15/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAFZX (BROWN ADVISORY MORTGAGE SECURITIES FUND INSTITUTIONAL SHARES) | 05/15/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.66 | 5.32 | 3.80 | 0.26 | 1.52 | NA | NA | … | … | -0.34 | 8.05 | 1.34 | 4.28 | -10.52 | -0.34 | 5.54 | 6.88 | 0.87 | 2.31 | 1.33 | 2.38 | 1.28 |
| Sharpe Ratio | NA | 0.66 | 0.10 | -0.40 | -0.03 | NA | NA | … | … | -0.75 | 1.10 | -0.40 | 0.08 | -1.82 | -0.22 | 2.06 | 2.05 | -0.21 | 0.67 | 0.52 | 0.94 | 0.94 |
| Standard Deviation(%) | NA | 4.07 | 5.70 | 5.79 | 4.44 | NA | NA | … | … | 4.43 | 4.73 | 5.73 | 7.65 | 6.59 | 1.69 | 2.56 | 2.63 | 2.43 | 2.48 | 2.14 | 2.50 | 2.16 |
| Draw Down(%) | NA | 3.03 | 6.92 | 15.87 | 15.87 | NA | NA | … | … | 3.03 | 2.69 | 4.33 | 8.35 | 14.46 | 1.51 | 4.20 | 1.37 | 2.05 | 1.68 | 3.95 | 1.54 | 0.74 |
| Yield(%) | 0.00 | 4.28 | 4.19 | 2.98 | 2.54 | 2.12 | 1.59 | … | … | 1.42 | 4.63 | 4.38 | 3.71 | 2.10 | 0.80 | 1.06 | 2.26 | 2.75 | 2.10 | 3.04 | 3.06 | 2.25 |
Data as of 06/05/2026, Common starting date is 05/15/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAFZX (BROWN ADVISORY MORTGAGE SECURITIES FUND INSTITUTIONAL SHARES) |
-4.86%
Oct 2020 – Oct 2023 |
-0.37%
May 2020 – May 2025 |
1.16%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAFZX (BROWN ADVISORY MORTGAGE SECURITIES FUND INSTITUTIONAL SHARES) |
5.42%
Oct 2022 – Oct 2025 |
3.36%
Dec 2015 – Dec 2020 |
1.90%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart