Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BIASX (BROWN ADVISORY SMALL-CAP GROWTH FUND INVESTOR SHARES) | -0.04% | 0.30% | 6.62% | 4.81% | 7.59% | 11.04% | 8.65% | 6.93% |
Data as of 07/18/2025, AR inception is 07/15/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIASX (BROWN ADVISORY SMALL-CAP GROWTH FUND INVESTOR SHARES) | 07/15/1999 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.53 | 0.30 | 6.62 | 4.81 | 7.59 | 11.04 | 8.65 | 6.93 | -0.04 | -1.15 | 12.43 | -26.19 | -5.64 | 30.72 | 33.49 | -4.49 | 16.91 | 9.56 | 8.18 | 0.02 | 40.54 | 14.45 | -2.71 | 29.06 | 40.60 | -39.04 | 16.35 | 8.57 | 5.20 | 7.82 | 52.37 | -39.11 | -12.96 | -15.59 | 44.80 |
| Sharpe Ratio | NA | -0.13 | 0.17 | 0.15 | 0.31 | NA | NA | 0.23 | -0.12 | -0.44 | 0.51 | -1.05 | -0.25 | 0.89 | 2.23 | -0.34 | 1.60 | 0.57 | 0.54 | 0.00 | 3.05 | 0.89 | -0.10 | 1.40 | 1.46 | -0.93 | 0.74 | 0.31 | 0.18 | 0.33 | 2.10 | -1.16 | -0.41 | -0.43 | 5.12 |
| Standard Deviation(%) | NA | 22.34 | 19.47 | 19.95 | 20.10 | NA | NA | 24.53 | 25.84 | 17.65 | 16.01 | 26.47 | 22.36 | 34.25 | 14.37 | 17.20 | 10.24 | 16.43 | 15.12 | 15.33 | 13.26 | 16.29 | 28.69 | 20.71 | 27.65 | 42.61 | 18.12 | 17.39 | 17.03 | 21.05 | 24.59 | 34.70 | 38.22 | 45.98 | 22.88 |
| Draw Down(%) | NA | 24.98 | 24.98 | 30.61 | 38.04 | NA | NA | 73.24 | 23.53 | 12.65 | 15.99 | 28.10 | 20.90 | 38.04 | 10.20 | 25.04 | 5.51 | 16.26 | 13.13 | 15.79 | 6.08 | 11.10 | 27.76 | 15.98 | 20.50 | 54.24 | 11.77 | 16.71 | 13.10 | 24.03 | 16.31 | 53.59 | 41.74 | 44.33 | 12.76 |
| Yield(%) | 0.00 | 5.49 | 4.67 | 5.87 | 6.22 | 10.12 | 7.96 | 6.55 | 0.00 | 5.77 | 0.00 | 6.04 | 12.71 | 1.00 | 2.63 | 4.67 | 1.92 | 3.81 | 15.61 | 11.52 | 5.99 | 10.01 | 1.90 | 0.00 | 0.00 | 2.78 | 8.46 | 0.00 | 0.00 | 0.00 | 0.00 | 0.29 | 0.00 | 3.18 | 0.00 |
Data as of 07/18/2025, AR inception is 07/15/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIASX (BROWN ADVISORY SMALL-CAP GROWTH FUND INVESTOR SHARES) |
-31.60%
Feb 2000 - Feb 2003 |
-11.64%
Feb 2000 - Feb 2005 |
-4.05%
Feb 2000 - Feb 2010 |
2.16%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIASX (BROWN ADVISORY SMALL-CAP GROWTH FUND INVESTOR SHARES) |
29.91%
Feb 2009 - Feb 2012 |
26.69%
Feb 2009 - Feb 2014 |
17.81%
Feb 2009 - Feb 2019 |
14.22%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart