Sortino ratio is not yet available for BAFMX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.
How it compares to other similar mutual funds
The table compares Brown Advisory Mid-Cap Growth Fund's Sortino Ratio with other mutual funds in the Mid Cap Growth Equities category across multiple time periods, showing how BAFMX's risk-adjusted performance compares to similar funds.
Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 4, 2026.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| VHCOX | Vanguard Capital Opportunity Fund Investor Shares | 4.51 | |||
| NEEGX | Needham Growth Fund | 4.32 | |||
| NEEIX | Needham Growth Fund Institutional Class | 4.08 | |||
| POAGX | PrimeCap Odyssey Aggressive Growth Fund | 4.02 | |||
| TAAGX | Timothy Plan Aggressive Growth Fund | 3.95 | |||
| EEOFX | Essex Environmental Opportunities Fund | 3.62 | |||
| MGOYX | Victory Munder Mid-Cap Core Growth Fund | 3.05 | |||
| CTIGX | Calamos Timpani SMID Growth Fund | 2.89 | |||
| PGOFX | Pioneer Select Mid Cap Growth Fund | 2.81 | |||
| SSMGX | SIT Small Cap Growth Fund | 2.79 | |||
| BAFMX | Brown Advisory Mid-Cap Growth Fund | — |
Historical Sortino Ratio
The chart shows BAFMX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.
Identify market cycles by observing when BAFMX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.
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