Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIATX (BROWN ADVISORY TOTAL RETURN FUND INVESTOR SHARES) | NA | 0.52% | -2.66% | 0.37% | 2.39% | NA | NA | … | … |
Data as of 12/16/2014, Common starting date is 10/04/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIATX (BROWN ADVISORY TOTAL RETURN FUND INVESTOR SHARES) | 10/04/2002 | 12/16/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 0.52 | -2.66 | 0.37 | 2.39 | NA | NA | … | … | -10.73 | 3.18 | 5.90 | 5.19 | 5.40 | 4.32 | 6.71 | 3.81 | 1.24 | 2.90 | 3.59 | 1.58 |
| Sharpe Ratio | NA | -0.27 | -0.18 | 0.03 | 0.21 | NA | NA | … | … | -0.15 | 2.03 | 2.06 | 1.63 | 1.38 | 0.67 | 1.28 | 0.25 | -0.49 | 0.76 | 1.00 | 1.72 |
| Standard Deviation(%) | NA | 39.26 | 14.98 | 9.54 | 6.82 | NA | NA | … | … | 34.52 | 1.93 | 2.86 | 3.13 | 3.86 | 5.05 | 2.89 | 2.08 | 1.89 | 2.58 | 2.90 | 3.42 |
| Draw Down(%) | NA | 11.46 | 11.85 | 11.85 | 11.85 | NA | NA | … | … | 11.46 | 0.90 | 1.48 | 3.04 | 1.64 | 5.14 | 1.50 | 1.00 | 1.60 | 2.95 | 3.17 | 1.97 |
| Yield(%) | 0.00 | 0.02 | 0.50 | 1.96 | 2.97 | 2.49 | 1.87 | … | … | 0.02 | 1.26 | 4.91 | 3.30 | 3.54 | 4.21 | 4.40 | 4.10 | 3.76 | 3.88 | 3.55 | 0.44 |
Data as of 12/16/2014, Common starting date is 10/04/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIATX (BROWN ADVISORY TOTAL RETURN FUND INVESTOR SHARES) |
0.27%
Nov 2011 – Nov 2014 |
2.40%
Nov 2009 – Nov 2014 |
3.20%
Nov 2004 – Nov 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIATX (BROWN ADVISORY TOTAL RETURN FUND INVESTOR SHARES) |
7.00%
Oct 2008 – Oct 2011 |
5.71%
May 2006 – May 2011 |
3.20%
Nov 2004 – Nov 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart