Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BIADX (BROWN ADVISORY EQUITY INCOME FUND INVESTOR SHARES) | NA | 5.19% | 6.00% | 10.49% | 8.18% | NA | NA | 9.76% |
Data as of 01/12/2024, AR inception is 01/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIADX (BROWN ADVISORY EQUITY INCOME FUND INVESTOR SHARES) | 01/03/2012 | 01/12/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.19 | 6.00 | 10.49 | 8.18 | NA | NA | 9.76 | -0.17 | 8.44 | -11.80 | 26.40 | 6.71 | 30.45 | -6.20 | 20.23 | 8.81 | -5.36 | 10.16 | 28.05 | 11.12 |
| Sharpe Ratio | NA | 0.08 | 0.27 | 0.45 | 0.44 | NA | NA | 0.58 | -1.88 | 0.38 | -0.65 | 2.31 | 0.19 | 2.57 | -0.50 | 3.07 | 0.72 | -0.41 | 1.05 | 2.86 | 1.16 |
| Standard Deviation(%) | NA | 10.91 | 14.97 | 19.72 | 16.22 | NA | NA | 15.32 | 4.47 | 11.25 | 20.49 | 11.44 | 33.93 | 11.31 | 15.05 | 6.42 | 11.88 | 13.19 | 9.63 | 9.79 | 9.64 |
| Draw Down(%) | NA | 10.88 | 20.89 | 34.52 | 34.52 | NA | NA | 34.52 | 0.69 | 10.88 | 20.89 | 5.23 | 34.52 | 5.58 | 17.27 | 2.34 | 8.22 | 11.93 | 7.44 | 5.01 | 6.92 |
| Yield(%) | 0.00 | 18.53 | 12.64 | 12.65 | 9.56 | 8.84 | 6.63 | 11.04 | 0.00 | 19.07 | 8.11 | 11.81 | 6.68 | 10.96 | 12.36 | 5.48 | 5.13 | 3.23 | 7.11 | 6.56 | 3.38 |
Data as of 01/12/2024, AR inception is 01/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIADX (BROWN ADVISORY EQUITY INCOME FUND INVESTOR SHARES) |
2.95%
Mar 2017 - Mar 2020 |
3.42%
Mar 2015 - Mar 2020 |
7.47%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIADX (BROWN ADVISORY EQUITY INCOME FUND INVESTOR SHARES) |
20.73%
Dec 2018 - Dec 2021 |
15.07%
Oct 2016 - Oct 2021 |
11.10%
Feb 2012 - Feb 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart