Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BVALX (BROWN ADVISORY – BEUTEL GOODMAN LARGE-CAP VALUE FUND INSTITUTIONAL SHARES) | 8.75% | 17.27% | 12.17% | 7.45% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date 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 | 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 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.40 | 17.27 | 12.17 | 7.45 | NA | NA | NA | … | … | 8.75 | 2.59 | 11.49 | 12.31 | 2.06 | 14.73 | 11.54 | 29.89 | -7.77 |
| Sharpe Ratio | NA | 1.04 | 0.61 | 0.32 | NA | NA | NA | … | … | 1.13 | -0.01 | 0.66 | 0.63 | 0.03 | 1.15 | 0.34 | 2.19 | -0.73 |
| Standard Deviation(%) | NA | 13.42 | 14.54 | 15.74 | NA | NA | NA | … | … | 14.73 | 18.07 | 11.87 | 13.90 | 20.52 | 12.78 | 33.22 | 12.96 | 14.17 |
| Draw Down(%) | NA | 10.09 | 19.91 | 19.91 | NA | NA | NA | … | … | 10.09 | 16.98 | 7.08 | 14.21 | 15.81 | 8.27 | 32.88 | 7.37 | 16.09 |
| Yield(%) | 0.00 | 6.56 | 6.11 | 5.55 | 4.85 | 3.23 | 2.42 | … | … | 0.00 | 6.43 | 8.46 | 1.96 | 3.54 | 9.65 | 3.39 | 2.42 | 1.93 |
Data as of 06/04/2026, Common starting date 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 |
6.42%
Mar 2021 – Mar 2026 |
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