Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BASAX (BROWN ADVISORY SMALL-CAP GROWTH FUND ADVISOR SHARES) | 11.27% | 16.35% | 7.96% | 1.27% | 8.64% | 9.44% | 8.88% | … | … |
Data as of 06/04/2026, Common starting date is 05/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BASAX (BROWN ADVISORY SMALL-CAP GROWTH FUND ADVISOR SHARES) | 05/05/2006 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 16.35 | 7.96 | 1.27 | 8.64 | 9.44 | 8.88 | … | … | 11.27 | 2.03 | 4.08 | 12.06 | -20.43 | 7.07 | 31.45 | 33.14 | -4.74 | 16.57 | 9.32 | 7.92 | -0.20 | 40.18 | 14.16 | -3.08 | 28.46 | 39.97 | -39.38 | 15.67 | -0.57 |
| Sharpe Ratio | NA | 0.90 | 0.28 | -0.07 | 0.37 | NA | NA | … | … | 1.37 | -0.04 | 0.03 | 0.53 | -0.85 | 0.40 | 0.91 | 2.21 | -0.36 | 1.56 | 0.56 | 0.52 | -0.01 | 3.03 | 0.87 | -0.11 | 1.37 | 1.44 | -0.94 | 0.70 | -0.22 |
| Standard Deviation(%) | NA | 17.10 | 18.66 | 19.80 | 20.06 | NA | NA | … | … | 18.68 | 22.06 | 16.59 | 16.03 | 25.80 | 17.52 | 34.29 | 14.35 | 17.17 | 10.27 | 16.38 | 15.07 | 15.36 | 13.23 | 16.29 | 28.68 | 20.67 | 27.61 | 42.65 | 18.08 | 19.53 |
| Draw Down(%) | NA | 10.95 | 25.06 | 30.72 | 38.08 | NA | NA | … | … | 10.95 | 23.57 | 8.78 | 16.07 | 27.01 | 10.73 | 38.08 | 10.26 | 25.08 | 5.53 | 16.31 | 13.21 | 15.89 | 6.15 | 11.19 | 27.95 | 16.10 | 20.48 | 54.41 | 11.87 | 16.33 |
| Yield(%) | 0.00 | 17.18 | 7.89 | 6.69 | 7.82 | 8.93 | 9.00 | … | … | 0.00 | 16.82 | 5.76 | 0.00 | 6.03 | 12.68 | 1.01 | 2.62 | 4.50 | 1.71 | 3.80 | 15.58 | 11.49 | 5.98 | 9.99 | 1.95 | 0.00 | 0.00 | 2.81 | 8.50 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BASAX (BROWN ADVISORY SMALL-CAP GROWTH FUND ADVISOR SHARES) |
-5.33%
Jun 2007 – Jun 2010 |
-0.41%
Mar 2021 – Mar 2026 |
6.97%
Apr 2015 – Apr 2025 |
7.75%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BASAX (BROWN ADVISORY SMALL-CAP GROWTH FUND ADVISOR SHARES) |
29.40%
Feb 2009 – Feb 2012 |
26.29%
Feb 2009 – Feb 2014 |
17.48%
Feb 2009 – Feb 2019 |
13.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart