Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BIAIX (BROWN ADVISORY INTERMEDIATE INCOME FUND INVESTOR SHARES) | 2.88% | 4.93% | 1.91% | -0.30% | 1.43% | 1.77% | 2.62% | 3.65% |
Data as of 07/03/2025, AR inception is 12/27/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIAIX (BROWN ADVISORY INTERMEDIATE INCOME FUND INVESTOR SHARES) | 12/27/1995 | 07/03/2025 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.61 | 4.93 | 1.91 | -0.30 | 1.43 | 1.77 | 2.62 | 3.65 | 2.88 | 1.79 | 4.17 | -9.38 | -2.07 | 5.38 | 6.85 | 0.41 | 2.40 | 2.25 | 0.69 | 3.69 | -2.65 | 3.82 | 6.11 | 5.37 | 5.73 | 4.49 | 7.07 | 4.06 | 1.57 | 3.21 | 3.92 | 7.42 | 8.36 | 9.91 | 1.02 | 7.07 | 7.38 | 4.19 | 0.38 |
| Sharpe Ratio | NA | 0.56 | -0.14 | -0.50 | 0.03 | NA | NA | 0.61 | 1.03 | -1.12 | -0.01 | -2.07 | -0.92 | 1.10 | 2.13 | -0.46 | 0.86 | 0.96 | 0.29 | 1.98 | -1.05 | 2.07 | 2.14 | 1.69 | 1.46 | 0.71 | 1.42 | 0.39 | -0.31 | 0.88 | 1.13 | 1.81 | 1.99 | 2.32 | -0.81 | 1.32 | 1.36 | 0.17 | 9,573.71 |
| Standard Deviation(%) | NA | 3.93 | 5.17 | 4.37 | 3.72 | NA | NA | 3.24 | 3.99 | 4.29 | 6.00 | 5.22 | 2.28 | 4.65 | 2.55 | 1.97 | 2.05 | 2.13 | 2.30 | 1.85 | 2.55 | 1.83 | 2.84 | 3.13 | 3.86 | 4.99 | 2.88 | 2.05 | 1.91 | 2.58 | 2.86 | 3.48 | 3.09 | 2.50 | 2.72 | 2.84 | 2.82 | 3.99 | 0.01 |
| Draw Down(%) | NA | 3.58 | 7.43 | 14.33 | 14.33 | NA | NA | 14.33 | 1.94 | 3.26 | 5.82 | 12.29 | 2.50 | 9.85 | 1.38 | 1.69 | 1.08 | 2.88 | 1.63 | 0.87 | 4.17 | 0.88 | 1.43 | 2.97 | 1.62 | 5.05 | 1.44 | 0.90 | 1.52 | 2.93 | 3.14 | 2.20 | 2.46 | 1.86 | 1.96 | 1.92 | 1.53 | 3.24 | 0.00 |
| Yield(%) | 0.00 | 3.10 | 2.85 | 2.04 | 2.22 | 2.56 | 3.04 | 3.87 | 1.30 | 3.51 | 2.94 | 1.75 | 1.07 | 1.71 | 2.63 | 2.47 | 2.10 | 1.97 | 2.46 | 2.05 | 3.45 | 4.16 | 5.04 | 3.41 | 3.70 | 4.38 | 4.88 | 4.33 | 4.04 | 4.07 | 3.87 | 4.68 | 5.95 | 6.21 | 5.89 | 5.93 | 6.01 | 5.90 | 0.47 |
Data as of 07/03/2025, AR inception is 12/27/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIAIX (BROWN ADVISORY INTERMEDIATE INCOME FUND INVESTOR SHARES) |
-4.34%
Oct 2020 - Oct 2023 |
-0.44%
Oct 2017 - Oct 2022 |
0.41%
Oct 2012 - Oct 2022 |
1.80%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIAIX (BROWN ADVISORY INTERMEDIATE INCOME FUND INVESTOR SHARES) |
9.25%
May 2000 - May 2003 |
7.28%
Aug 1996 - Aug 2001 |
5.72%
Jan 2000 - Jan 2010 |
5.71%
Aug 1996 - Aug 2011 |
Annualized Rolling Returns Comparison Chart