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Performance Comparison
Comparison Box

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