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
BISVX (Brown Advisory Funds – Sustainable Value Fund) 5.98% 16.72% 17.81% NA NA NA NA
Data as of 06/10/2026, Common starting date is 03/03/2023
More Performance Analytics Comparison
Name Start Date End Date
BISVX (Brown Advisory Funds – Sustainable Value Fund) 03/03/2023 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) -1.29 16.72 17.81 NA NA NA NA 5.98 15.69 17.22 10.28
Sharpe Ratio NA 1.26 1.07 NA NA NA NA 0.95 0.74 1.11 0.68
Standard Deviation(%) NA 13.59 14.54 NA NA NA NA 15.96 17.34 12.26 12.97
Draw Down(%) NA 9.46 17.13 NA NA NA NA 9.46 16.61 7.75 10.09
Yield(%) 0.00 2.21 2.30 1.34 0.67 0.45 0.33 0.00 2.31 2.55 0.99
Data as of 06/10/2026, Common starting date is 03/03/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BISVX (Brown Advisory Funds – Sustainable Value Fund) 17.10%
Apr 2023 – Apr 2026
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
BISVX (Brown Advisory Funds – Sustainable Value Fund) 19.77%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return