Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BMIDX (BROWN ADVISORY MID-CAP GROWTH FUND INVESTOR SHARES) | 9.64% | 20.86% | 14.84% | 8.45% | NA | NA | NA | 11.81% |
Data as of 07/25/2025, AR inception is 10/09/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMIDX (BROWN ADVISORY MID-CAP GROWTH FUND INVESTOR SHARES) | 10/09/2017 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.40 | 20.86 | 14.84 | 8.45 | NA | NA | NA | 11.81 | 9.64 | 15.09 | 22.97 | -28.18 | 6.19 | 32.27 | 38.10 | -1.72 | 2.80 |
| Sharpe Ratio | NA | 0.79 | 0.59 | 0.31 | NA | NA | NA | 0.40 | 0.56 | 0.60 | 1.24 | -0.97 | 0.34 | 0.91 | 2.60 | -0.18 | 1.82 |
| Standard Deviation(%) | NA | 22.25 | 19.37 | 21.10 | NA | NA | NA | 22.13 | 26.46 | 14.17 | 15.28 | 30.57 | 17.98 | 34.92 | 14.13 | 17.26 | 6.69 |
| Draw Down(%) | NA | 24.50 | 24.50 | 38.20 | NA | NA | NA | 38.25 | 24.50 | 8.07 | 13.89 | 34.00 | 10.61 | 38.25 | 8.03 | 22.20 | 1.36 |
| Yield(%) | 0.00 | 0.00 | 2.10 | 3.57 | 2.71 | 1.81 | 1.36 | 3.88 | 0.00 | 0.00 | 0.00 | 4.66 | 9.78 | 0.00 | 0.36 | 1.10 | 0.00 |
Data as of 07/25/2025, AR inception is 10/09/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMIDX (BROWN ADVISORY MID-CAP GROWTH FUND INVESTOR SHARES) |
-3.59%
Jul 2021 - Jul 2024 |
4.63%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMIDX (BROWN ADVISORY MID-CAP GROWTH FUND INVESTOR SHARES) |
24.71%
Dec 2018 - Dec 2021 |
11.37%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart