Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BASBX (BROWN ADVISORY SUSTAINABLE BOND FUND INVESTOR SHARES) | 2.67% | 4.26% | 0.73% | -1.06% | NA | NA | NA | 1.29% |
Data as of 07/03/2025, AR inception is 08/08/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BASBX (BROWN ADVISORY SUSTAINABLE BOND FUND INVESTOR SHARES) | 08/08/2017 | 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 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 4.26 | 0.73 | -1.06 | NA | NA | NA | 1.29 | 2.67 | 0.94 | 3.43 | -13.46 | -0.38 | 8.88 | 8.92 | -0.58 | 0.35 |
| Sharpe Ratio | NA | 0.27 | -0.28 | -0.53 | NA | NA | NA | -0.10 | 0.68 | -0.50 | -0.03 | -2.20 | -0.13 | 1.39 | 2.18 | -0.66 | 0.04 |
| Standard Deviation(%) | NA | 5.09 | 6.49 | 5.57 | NA | NA | NA | 5.21 | 5.25 | 5.35 | 7.40 | 6.80 | 3.08 | 6.17 | 3.41 | 2.99 | 2.28 |
| Draw Down(%) | NA | 5.05 | 10.65 | 18.77 | NA | NA | NA | 18.77 | 2.80 | 4.20 | 8.68 | 16.78 | 2.73 | 11.34 | 2.02 | 2.85 | 1.47 |
| Yield(%) | 0.00 | 3.74 | 3.30 | 2.97 | 2.43 | 1.62 | 1.21 | 3.47 | 1.47 | 4.29 | 3.65 | 1.77 | 2.65 | 4.22 | 4.28 | 2.52 | 0.65 |
Data as of 07/03/2025, AR inception is 08/08/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BASBX (BROWN ADVISORY SUSTAINABLE BOND FUND INVESTOR SHARES) |
-5.82%
Oct 2020 - Oct 2023 |
-0.89%
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 |
|---|---|---|---|---|
| BASBX (BROWN ADVISORY SUSTAINABLE BOND FUND INVESTOR SHARES) |
6.49%
Oct 2018 - Oct 2021 |
1.37%
Apr 2018 - Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart