Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BAISX (Brown Advisory Sustainable Bond Fund - Institutional Shares) | 2.70% | 4.42% | 0.76% | -1.03% | NA | NA | NA | 1.48% |
Data as of 07/03/2025, AR inception is 07/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAISX (Brown Advisory Sustainable Bond Fund - Institutional Shares) | 07/03/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 4.42 | 0.76 | -1.03 | NA | NA | NA | 1.48 | 2.70 | 0.96 | 3.46 | -13.43 | -0.35 | 8.92 | 8.97 | 0.87 |
| Sharpe Ratio | NA | 0.23 | -0.37 | -0.55 | NA | NA | NA | -0.06 | 0.47 | -0.49 | -0.03 | -2.19 | -0.12 | 1.40 | 2.12 | 0.08 |
| Standard Deviation(%) | NA | 5.08 | 6.49 | 5.60 | NA | NA | NA | 5.45 | 5.15 | 5.43 | 7.42 | 6.80 | 3.12 | 6.15 | 3.53 | 2.63 |
| Draw Down(%) | NA | 5.05 | 10.73 | 18.82 | NA | NA | NA | 18.82 | 2.69 | 4.25 | 8.68 | 16.76 | 2.73 | 11.34 | 2.02 | 2.06 |
| Yield(%) | 0.00 | 3.78 | 3.33 | 3.00 | 2.34 | 1.56 | 1.17 | 3.34 | 1.50 | 4.31 | 3.68 | 1.80 | 2.68 | 4.26 | 4.31 | 1.47 |
Data as of 07/03/2025, AR inception is 07/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAISX (Brown Advisory Sustainable Bond Fund - Institutional Shares) |
-5.77%
Oct 2020 - Oct 2023 |
-0.88%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAISX (Brown Advisory Sustainable Bond Fund - Institutional Shares) |
6.49%
Oct 2018 - Oct 2021 |
1.16%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart