Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIAUX (BROWN ADVISORY SMALL-CAP FUNDAMENTAL VALUE FUND INVESTOR SHARES) | 14.18% | 27.80% | 15.64% | 6.74% | 8.79% | 9.78% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIAUX (BROWN ADVISORY SMALL-CAP FUNDAMENTAL VALUE FUND INVESTOR SHARES) | 01/09/2009 | 06/10/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.99 | 27.80 | 15.64 | 6.74 | 8.79 | 9.78 | NA | … | … | 14.18 | 5.70 | 11.73 | 16.17 | -13.69 | 30.69 | -5.69 | 23.99 | -13.48 | 12.20 | 21.86 | -5.62 | 6.02 | 40.36 | 21.41 | 1.91 | 27.52 | 25.66 |
| Sharpe Ratio | NA | 1.61 | 0.68 | 0.19 | 0.32 | NA | NA | … | … | 1.77 | 0.13 | 0.43 | 0.68 | -0.67 | 1.58 | -0.13 | 1.63 | -1.04 | 1.05 | 1.46 | -0.40 | 0.46 | 3.31 | 1.57 | 0.07 | 1.35 | 1.06 |
| Standard Deviation(%) | NA | 16.94 | 19.10 | 19.91 | 21.74 | NA | NA | … | … | 16.51 | 21.48 | 19.03 | 18.46 | 22.61 | 19.42 | 44.02 | 13.84 | 14.33 | 11.00 | 14.78 | 14.23 | 13.01 | 12.19 | 13.73 | 27.63 | 20.24 | 24.68 |
| Draw Down(%) | NA | 8.22 | 25.16 | 25.16 | 45.80 | NA | NA | … | … | 8.22 | 19.82 | 9.67 | 14.77 | 20.86 | 10.49 | 45.55 | 8.67 | 24.84 | 5.36 | 11.97 | 12.86 | 8.45 | 4.24 | 9.38 | 24.89 | 19.27 | 21.18 |
| Yield(%) | 0.00 | 13.33 | 12.26 | 6.65 | 6.95 | 8.33 | 10.37 | … | … | 0.00 | 12.67 | 16.08 | 6.52 | 0.28 | 0.23 | 0.45 | 5.76 | 10.85 | 4.38 | 0.42 | 2.24 | 5.51 | 6.15 | 0.43 | 5.76 | 5.02 | 0.00 |
Data as of 06/10/2026, Common starting date is 01/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIAUX (BROWN ADVISORY SMALL-CAP FUNDAMENTAL VALUE FUND INVESTOR SHARES) |
-8.89%
Mar 2017 – Mar 2020 |
-3.07%
Mar 2015 – Mar 2020 |
5.04%
Oct 2013 – Oct 2023 |
8.63%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIAUX (BROWN ADVISORY SMALL-CAP FUNDAMENTAL VALUE FUND INVESTOR SHARES) |
27.34%
Feb 2009 – Feb 2012 |
26.26%
Feb 2009 – Feb 2014 |
15.95%
Feb 2009 – Feb 2019 |
12.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart