Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAUUX (BROWN ADVISORY SMALL-CAP FUNDAMENTAL VALUE FUND INSTITUTIONAL SHARES) | 12.59% | 30.09% | 16.52% | 7.71% | 9.42% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date 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 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 30.09 | 16.52 | 7.71 | 9.42 | NA | NA | … | … | 12.59 | -4.00 | 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 | 1.59 | 0.72 | 0.28 | 0.36 | NA | NA | … | … | 1.90 | -0.28 | 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 | 16.98 | 19.26 | 19.77 | 21.67 | NA | NA | … | … | 16.57 | 24.73 | 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 | 8.20 | 25.09 | 25.09 | 45.67 | NA | NA | … | … | 8.20 | 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 | 13.80 | 12.78 | 7.80 | 7.81 | 8.32 | 6.24 | … | … | 0.00 | 12.73 | 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 06/05/2026, Common starting date 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 |
10.11%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart