Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIAVX (Brown Advisory – Beutel Goodman Large-Cap Value Fund Investor Shares) | NA | 3.84% | 1.05% | 0.63% | 2.81% | 2.86% | 5.26% | … | … |
Data as of 04/03/2023, Common starting date is 02/10/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIAVX (Brown Advisory – Beutel Goodman Large-Cap Value Fund Investor Shares) | 02/10/2003 | 04/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.29 | 3.84 | 1.05 | 0.63 | 2.81 | 2.86 | 5.26 | … | … | 2.72 | 6.51 | -0.69 | 3.60 | -7.37 | 4.66 | 36.54 | 11.79 | -1.94 | 14.47 | 29.53 | -37.66 | -0.29 | 17.83 | 6.22 | 12.65 | 38.84 |
| Sharpe Ratio | NA | 0.05 | 0.01 | -0.02 | 0.14 | NA | NA | … | … | 0.35 | 0.28 | -0.08 | 0.22 | -0.47 | 0.37 | 2.82 | 0.79 | -0.08 | 0.80 | 0.95 | -0.91 | -0.23 | 1.62 | 0.39 | 1.07 | 2.84 |
| Standard Deviation(%) | NA | 20.21 | 17.99 | 17.99 | 15.82 | NA | NA | … | … | 16.21 | 20.78 | 11.25 | 17.06 | 15.62 | 12.38 | 12.97 | 15.00 | 23.32 | 17.87 | 30.89 | 42.18 | 14.75 | 9.02 | 10.30 | 10.90 | 15.40 |
| Draw Down(%) | NA | 15.52 | 15.89 | 15.89 | 23.87 | NA | NA | … | … | 10.98 | 15.89 | 2.46 | 13.74 | 15.87 | 10.54 | 5.66 | 13.65 | 20.51 | 16.79 | 33.41 | 48.96 | 11.78 | 7.15 | 6.50 | 6.86 | 5.73 |
| Yield(%) | 0.00 | 3.49 | 3.77 | 2.26 | 3.43 | 2.88 | 5.15 | … | … | 0.00 | 3.50 | 8.14 | 0.00 | 12.45 | 4.63 | 1.09 | 1.87 | 1.29 | 1.26 | 2.25 | 1.53 | 7.78 | 5.36 | 7.79 | 7.08 | 6.13 |
Data as of 04/03/2023, Common starting date is 02/10/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIAVX (Brown Advisory – Beutel Goodman Large-Cap Value Fund Investor Shares) |
-18.00%
Feb 2006 – Feb 2009 |
-8.41%
Feb 2004 – Feb 2009 |
1.97%
Nov 2011 – Nov 2021 |
5.64%
Mar 2008 – Mar 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIAVX (Brown Advisory – Beutel Goodman Large-Cap Value Fund Investor Shares) |
27.66%
Feb 2009 – Feb 2012 |
23.47%
Feb 2009 – Feb 2014 |
8.30%
Mar 2003 – Mar 2013 |
6.23%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison Chart