Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BIAEX (BROWN ADVISORY TAX EXEMPT BOND FUND INVESTOR SHARES) | 0.08% | 1.64% | 2.95% | 1.39% | 2.27% | NA | NA | 2.11% |
Data as of 07/07/2025, AR inception is 07/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIAEX (BROWN ADVISORY TAX EXEMPT BOND FUND INVESTOR SHARES) | 07/02/2012 | 07/07/2025 |
| 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 (%) | 0.11 | 1.64 | 2.95 | 1.39 | 2.27 | NA | NA | 2.11 | 0.08 | 2.42 | 7.16 | -8.84 | 2.82 | 3.43 | 7.47 | 2.17 | 4.93 | -0.08 | 1.42 | 5.55 | -1.89 | 1.92 |
| Sharpe Ratio | NA | -0.33 | -0.06 | -0.20 | 0.25 | NA | NA | 0.32 | -0.54 | -0.39 | 1.13 | -2.66 | 1.63 | 0.41 | 3.54 | 0.52 | 2.49 | -0.15 | 0.94 | 3.77 | -0.95 | 2.46 |
| Standard Deviation(%) | NA | 4.49 | 3.64 | 3.26 | 3.54 | NA | NA | 3.21 | 5.43 | 3.06 | 3.14 | 3.87 | 1.71 | 7.71 | 1.70 | 1.53 | 1.73 | 1.99 | 1.48 | 1.46 | 2.01 | 1.57 |
| Draw Down(%) | NA | 4.48 | 6.16 | 12.83 | 12.83 | NA | NA | 12.83 | 4.48 | 2.11 | 3.77 | 12.48 | 2.00 | 12.79 | 1.25 | 0.95 | 0.80 | 4.36 | 2.17 | 0.93 | 4.24 | 1.31 |
| Yield(%) | 0.00 | 3.23 | 3.54 | 3.10 | 2.97 | 2.33 | 1.75 | 2.69 | 1.26 | 3.94 | 3.92 | 2.66 | 2.98 | 2.56 | 3.14 | 3.22 | 3.14 | 2.05 | 1.99 | 2.02 | 1.60 | 0.92 |
Data as of 07/07/2025, AR inception is 07/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIAEX (BROWN ADVISORY TAX EXEMPT BOND FUND INVESTOR SHARES) |
-2.02%
Oct 2019 - Oct 2022 |
0.68%
Oct 2017 - Oct 2022 |
1.25%
Oct 2012 - Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIAEX (BROWN ADVISORY TAX EXEMPT BOND FUND INVESTOR SHARES) |
5.81%
Feb 2017 - Feb 2020 |
4.23%
Nov 2016 - Nov 2021 |
2.50%
Dec 2013 - Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart