Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BAUAX (BROWN ADVISORY SMALL-CAP FUNDAMENTAL VALUE FUND ADVISOR SHARES) | -1.17% | 7.33% | 7.38% | 11.35% | 5.76% | NA | NA | 8.22% |
Data as of 07/03/2025, AR inception is 08/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAUAX (BROWN ADVISORY SMALL-CAP FUNDAMENTAL VALUE FUND ADVISOR SHARES) | 08/01/2011 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.53 | 7.33 | 7.38 | 11.35 | 5.76 | NA | NA | 8.22 | -1.17 | -3.39 | 9.58 | -13.97 | 30.38 | -5.96 | 23.69 | -13.68 | 11.88 | 21.57 | -5.92 | 5.69 | 40.00 | 21.15 | -10.50 |
| Sharpe Ratio | NA | 0.07 | 0.12 | 0.46 | 0.17 | NA | NA | 0.31 | -0.47 | -0.42 | 0.29 | -0.68 | 1.56 | -0.14 | 1.61 | -1.05 | 1.03 | 1.45 | -0.42 | 0.44 | 3.27 | 1.55 | -0.58 |
| Standard Deviation(%) | NA | 23.44 | 20.58 | 20.74 | 21.72 | NA | NA | 20.70 | 25.08 | 23.79 | 18.59 | 22.63 | 19.44 | 44.06 | 13.83 | 14.33 | 11.01 | 14.77 | 14.21 | 13.05 | 12.22 | 13.70 | 39.91 |
| Draw Down(%) | NA | 25.23 | 25.23 | 25.23 | 45.98 | NA | NA | 45.98 | 19.88 | 21.37 | 14.83 | 20.95 | 10.52 | 45.57 | 8.70 | 24.90 | 5.38 | 12.00 | 12.91 | 8.51 | 4.25 | 9.45 | 19.21 |
| Yield(%) | 0.00 | 15.34 | 6.05 | 5.06 | 4.54 | 5.33 | 4.00 | 6.16 | 0.00 | 15.84 | 0.42 | 0.08 | 0.03 | 0.17 | 5.64 | 10.64 | 4.08 | 0.15 | 2.00 | 5.40 | 5.87 | 0.24 | 0.00 |
Data as of 07/03/2025, AR inception is 08/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAUAX (BROWN ADVISORY SMALL-CAP FUNDAMENTAL VALUE FUND ADVISOR SHARES) |
-9.10%
Mar 2017 - Mar 2020 |
-3.32%
Mar 2015 - Mar 2020 |
4.68%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAUAX (BROWN ADVISORY SMALL-CAP FUNDAMENTAL VALUE FUND ADVISOR SHARES) |
21.48%
Dec 2011 - Dec 2014 |
15.44%
Dec 2011 - Dec 2016 |
11.62%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart