Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BVALX (BROWN ADVISORY - BEUTEL GOODMAN LARGE-CAP VALUE FUND INSTITUTIONAL SHARES) | 1.23% | 4.33% | 11.46% | 12.27% | NA | NA | NA | 10.27% |
Data as of 07/02/2025, AR inception is 02/14/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BVALX (BROWN ADVISORY - BEUTEL GOODMAN LARGE-CAP VALUE FUND INSTITUTIONAL SHARES) | 02/14/2018 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.63 | 4.33 | 11.46 | 12.27 | NA | NA | NA | 10.27 | 1.23 | 11.49 | 12.31 | 2.06 | 14.73 | 11.54 | 29.89 | -7.77 |
| Sharpe Ratio | NA | -0.09 | 0.41 | 0.65 | NA | NA | NA | 0.41 | -0.26 | 0.66 | 0.63 | 0.03 | 1.15 | 0.34 | 2.19 | -0.73 |
| Standard Deviation(%) | NA | 17.52 | 16.12 | 15.98 | NA | NA | NA | 18.76 | 21.71 | 11.87 | 13.90 | 20.52 | 12.78 | 33.22 | 12.96 | 14.17 |
| Draw Down(%) | NA | 19.91 | 19.91 | 19.91 | NA | NA | NA | 32.88 | 16.98 | 7.08 | 14.21 | 15.81 | 8.27 | 32.88 | 7.37 | 16.09 |
| Yield(%) | 0.00 | 7.83 | 5.25 | 6.54 | 3.91 | 2.60 | 1.95 | 5.58 | 0.00 | 8.46 | 1.96 | 3.54 | 9.65 | 3.39 | 2.42 | 1.93 |
Data as of 07/02/2025, AR inception is 02/14/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVALX (BROWN ADVISORY - BEUTEL GOODMAN LARGE-CAP VALUE FUND INSTITUTIONAL SHARES) |
6.52%
Sep 2019 - Sep 2022 |
8.78%
Oct 2018 - Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVALX (BROWN ADVISORY - BEUTEL GOODMAN LARGE-CAP VALUE FUND INSTITUTIONAL SHARES) |
18.92%
Mar 2020 - Mar 2023 |
14.94%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart