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BIAGX: BROWN ADVISORY GROWTH EQUITY FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 9.64 0.31(3.12%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 07/15/1999 |
| Last Dividend Date: | 12/15/2025 |
| 12-Mo. Yield | 46.01% |
| Expenses | 0.69% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/15/1999 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 7.1 | 3.8 | 12.7 | 4.6 | 12.5 | 11.6 | 10.9 | 7.4 | 0.6 | 16.6 | 33.9 | -33.6 | 18.6 | 32.4 | 40.5 | 4.7 | 30.4 | -3.0 | 6.9 | 6.2 | 28.6 | 15.4 | -0.3 | 24.4 | 51.5 | -37.6 | 8.3 | 13.4 | 3.3 | 4.8 | 29.9 | -28.1 | -9.3 | -9.5 | 3.9 |
| Sharpe Ratio | NA | 0.83 | 0.08 | 0.53 | 0.1 | 0.52 | NA | NA | 0.29 | -0.11 | 0.84 | 1.71 | -1.09 | 1.07 | 0.98 | 2.63 | 0.16 | 3.59 | -0.21 | 0.44 | 0.5 | 2.42 | 1.01 | -0.01 | 1.28 | 1.98 | -1.01 | 0.33 | 0.92 | 0.1 | 0.33 | 1.59 | -1.01 | -0.48 | -0.59 | 0.27 |
| Draw Down(%) | NA | 14.3 | 20.6 | 22.0 | 41.8 | 41.8 | NA | NA | 51.7 | 21.1 | 9.4 | 14.3 | 38.8 | 10.8 | 30.2 | 6.7 | 20.6 | 2.9 | 13.9 | 11.2 | 8.6 | 4.2 | 13.6 | 21.6 | 13.3 | 17.2 | 46.1 | 9.4 | 8.3 | 8.5 | 11.7 | 12.9 | 39.2 | 33.8 | 19.1 | 12.6 |
| Standard Deviation(%) | NA | 17.9 | 15.2 | 17.7 | 21.4 | 20.8 | NA | NA | 20.7 | 20.6 | 15.4 | 17.9 | 32.2 | 17.4 | 32.7 | 14.9 | 20.3 | 8.3 | 15.1 | 15.5 | 12.4 | 11.8 | 15.4 | 25.8 | 19.1 | 26.0 | 38.2 | 15.8 | 10.9 | 10.5 | 11.7 | 18.4 | 28.8 | 25.2 | 23.1 | 18.4 |
| Treynor Ratio | NA | 0.17 | 0.01 | 0.12 | 0.02 | 0.13 | NA | NA | 0.07 | -0.03 | 0.17 | 0.34 | -0.41 | 0.25 | 0.38 | 0.58 | 0.03 | 0.34 | -0.03 | 0.07 | 0.07 | 0.31 | 0.15 | 0.0 | 0.25 | 0.5 | -0.39 | 0.06 | 0.13 | 0.01 | 0.05 | 0.31 | -0.34 | -0.18 | -0.24 | 0.07 |
| Alpha | NA | 0.06 | -0.02 | -0.01 | -0.01 | -0.01 | NA | NA | 0.01 | -0.05 | -0.02 | -0.02 | 0.0 | 0.03 | -0.04 | 0.03 | 0.02 | 0.01 | -0.01 | 0.0 | -0.02 | -0.01 | -0.01 | 0.0 | 0.05 | 0.04 | 0.0 | 0.0 | 0.04 | -0.02 | 0.0 | 0.02 | 0.02 | 0.06 | 0.0 | 0.0 |
| Beta | NA | 0.85 | 0.79 | 0.79 | 0.82 | 0.83 | NA | NA | 0.84 | 0.78 | 0.75 | 0.9 | 0.85 | 0.75 | 0.84 | 0.67 | 0.95 | 0.88 | 0.99 | 0.93 | 0.86 | 0.93 | 1.02 | 0.97 | 0.97 | 1.03 | 1.0 | 0.92 | 0.78 | 0.81 | 0.76 | 0.93 | 0.86 | 0.68 | 0.56 | 0.76 |
| RSquared | NA | 0.84 | 0.79 | 0.87 | 0.91 | 0.88 | NA | NA | 0.88 | 0.89 | 0.87 | 0.91 | 0.94 | 0.86 | 0.86 | 0.68 | 0.97 | 0.83 | 0.93 | 0.95 | 0.9 | 0.89 | 0.92 | 0.98 | 0.94 | 0.95 | 0.95 | 0.92 | 0.86 | 0.83 | 0.89 | 0.95 | 0.9 | 0.88 | 0.71 | 0.76 |
| Yield(%) | N/A | 0.0 | 45.4 | 33.1 | 17.8 | 20.1 | 20.8 | 23.2 | N/A | 47.1 | 58.1 | 8.5 | 4.8 | 13.9 | 6.2 | 6.6 | 11.7 | 9.7 | 8.3 | 6.6 | 3.3 | 0.7 | 0.2 | 0.0 | 0.0 | 0.0 | 0.2 | 0.0 | 0.0 | 0.1 | 0.3 | 0.2 | 0.5 | 0.4 | 0.0 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | -48.5 | 219.6 | 258.3 | 1829.4 | N/A | N/A | N/A | -48.5 | 740.0 | 9.6 | -63.3 | 175.9 | 27.2 | -48.0 | 45.7 | 7.0 | 23.2 | 110.7 | 461.1 | 315.4 | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | -78.6 | 115.4 | -69.8 | 7.5 | 700.0 | -28.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/15/1999
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