Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BAFYX (Brown Advisory Funds – Brown Advisory Sustainable Small-Cap Core Fund) 12.51% 24.14% 13.59% NA NA NA NA
Data as of 06/09/2026, Common starting date is 09/30/2021
More Performance Analytics Comparison
Name Start Date End Date
BAFYX (Brown Advisory Funds – Brown Advisory Sustainable Small-Cap Core Fund) 09/30/2021 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021
Annualized Return (%) -0.90 24.14 13.59 NA NA NA NA 12.51 9.57 7.02 17.72 -20.02 2.40
Sharpe Ratio NA 1.27 0.57 NA NA NA NA 1.33 0.31 0.19 0.79 -0.84 0.55
Standard Deviation(%) NA 17.25 19.06 NA NA NA NA 18.62 21.89 17.67 17.94 25.64 17.68
Draw Down(%) NA 11.07 23.45 NA NA NA NA 11.07 22.54 9.44 14.97 27.74 10.85
Yield(%) 0.00 4.67 2.21 1.15 0.58 0.38 0.29 0.00 4.66 0.91 0.20 0.00 0.00
Data as of 06/09/2026, Common starting date is 09/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BAFYX (Brown Advisory Funds – Brown Advisory Sustainable Small-Cap Core Fund) -1.01%
Oct 2021 – Oct 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BAFYX (Brown Advisory Funds – Brown Advisory Sustainable Small-Cap Core Fund) 16.27%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return