Brown Advisory Intermediate Income Fund (BAIAX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of $10,000 in Brown Advisory Intermediate Income Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Brown Advisory Intermediate Income Fund (BAIAX) returned 2.33% year-to-date (YTD) and 5.41% over the past 12 months. Over the past 10 years, BAIAX returned 1.03% annually, underperforming the S&P 500 benchmark at 10.31%.

The table below presents the monthly returns of BAIAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

With an overall rank of 80, BAIAX is among the top 20% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

The charts below present risk-adjusted performance metrics for Brown Advisory Intermediate Income Fund (BAIAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

The current Brown Advisory Intermediate Income Fund Sharpe ratio is 1.43. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Brown Advisory Intermediate Income Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Brown Advisory Intermediate Income Fund provided a 3.14% dividend yield over the last twelve months, with an annual payout of $0.30 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Brown Advisory Intermediate Income Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Brown Advisory Intermediate Income Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Brown Advisory Intermediate Income Fund was 14.62%, occurring on Oct 20, 2022. The portfolio has not yet recovered.

The current Brown Advisory Intermediate Income Fund drawdown is 4.53%.

The current Brown Advisory Intermediate Income Fund volatility is 1.31%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.