Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BITEX (Brown Advisory Tax-Exempt Sustainable Bond Fund Investor Shares) | 1.14% | 6.11% | 3.81% | 0.89% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BITEX (Brown Advisory Tax-Exempt Sustainable Bond Fund Investor Shares) | 12/03/2019 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 6.11 | 3.81 | 0.89 | NA | NA | NA | … | … | 1.14 | 4.59 | 2.32 | 4.98 | -8.81 | 2.55 | 2.07 | 0.13 |
| Sharpe Ratio | NA | 1.47 | 0.25 | -0.50 | NA | NA | NA | … | … | 0.01 | 0.42 | -0.44 | 0.40 | -3.11 | 1.73 | 0.25 | 0.58 |
| Standard Deviation(%) | NA | 2.40 | 3.49 | 3.22 | NA | NA | NA | … | … | 2.70 | 4.10 | 2.97 | 3.34 | 3.30 | 1.45 | 7.13 | 1.12 |
| Draw Down(%) | NA | 2.60 | 4.45 | 12.39 | NA | NA | NA | … | … | 2.60 | 4.21 | 2.08 | 4.59 | 12.19 | 1.87 | 11.22 | 0.20 |
| Yield(%) | 0.00 | 3.32 | 3.47 | 2.78 | 1.62 | 1.08 | 0.81 | … | … | 1.13 | 3.58 | 3.57 | 3.41 | 1.71 | 2.34 | 1.46 | 0.03 |
Data as of 06/04/2026, Common starting date is 12/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BITEX (Brown Advisory Tax-Exempt Sustainable Bond Fund Investor Shares) |
-2.49%
Feb 2020 – Feb 2023 |
0.13%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BITEX (Brown Advisory Tax-Exempt Sustainable Bond Fund Investor Shares) |
4.91%
Oct 2022 – Oct 2025 |
1.48%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart