Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BAUUX (BROWN ADVISORY SMALL-CAP FUNDAMENTAL VALUE FUND INSTITUTIONAL SHARES) | -0.04% | 0.04% | 10.21% | 13.70% | 7.83% | NA | NA | 10.21% |
Data as of 07/25/2025, AR inception is 10/22/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAUUX (BROWN ADVISORY SMALL-CAP FUNDAMENTAL VALUE FUND INSTITUTIONAL SHARES) | 10/22/2012 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.82 | 0.04 | 10.21 | 13.70 | 7.83 | NA | NA | 10.21 | -0.04 | 11.94 | 16.34 | -8.63 | 31.35 | -5.56 | 24.17 | -13.34 | 12.35 | 22.06 | -5.56 | 6.12 | 40.59 | 4.67 |
| Sharpe Ratio | NA | -0.20 | 0.40 | 0.56 | 0.27 | NA | NA | 0.42 | -0.26 | 0.44 | 0.69 | -0.46 | 1.61 | -0.13 | 1.64 | -1.03 | 1.07 | 1.48 | -0.39 | 0.47 | 3.32 | 2.19 |
| Standard Deviation(%) | NA | 23.19 | 20.37 | 20.43 | 21.65 | NA | NA | 20.04 | 24.39 | 19.06 | 18.49 | 22.03 | 19.42 | 44.00 | 13.82 | 14.32 | 10.95 | 14.78 | 14.20 | 13.03 | 12.21 | 12.92 |
| Draw Down(%) | NA | 25.09 | 25.09 | 25.09 | 45.67 | NA | NA | 45.67 | 19.75 | 9.64 | 14.75 | 20.81 | 10.47 | 45.54 | 8.62 | 24.81 | 5.35 | 11.92 | 12.77 | 8.44 | 4.29 | 5.75 |
| Yield(%) | 0.00 | 14.41 | 9.86 | 8.64 | 6.52 | 6.90 | 5.17 | 8.62 | 0.00 | 16.21 | 6.67 | 5.38 | 0.82 | 0.57 | 5.84 | 11.01 | 4.53 | 0.59 | 2.38 | 5.66 | 6.30 | 0.45 |
Data as of 07/25/2025, AR inception is 10/22/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAUUX (BROWN ADVISORY SMALL-CAP FUNDAMENTAL VALUE FUND INSTITUTIONAL SHARES) |
-8.75%
Mar 2017 - Mar 2020 |
-2.94%
Mar 2015 - Mar 2020 |
5.80%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAUUX (BROWN ADVISORY SMALL-CAP FUNDAMENTAL VALUE FUND INSTITUTIONAL SHARES) |
21.19%
Mar 2020 - Mar 2023 |
16.97%
Mar 2020 - Mar 2025 |
9.78%
Nov 2012 - Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart