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Brown Advisory Sustainable Growth Fund (BIAWX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US1152333068

CUSIP

115233306

Inception Date

Jun 29, 2012

Min. Investment

$100

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

BIAWX has an expense ratio of 0.78%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

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


Performance

Performance Chart

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


300.00%350.00%400.00%450.00%500.00%December2025FebruaryMarchAprilMay
409.80%
315.81%
BIAWX (Brown Advisory Sustainable Growth Fund)
Benchmark (^GSPC)

Returns By Period

Brown Advisory Sustainable Growth Fund (BIAWX) returned -5.49% year-to-date (YTD) and -0.20% over the past 12 months. Over the past 10 years, BIAWX delivered an annualized return of 12.62%, outperforming the S&P 500 benchmark at 10.43%.


BIAWX

YTD

-5.49%

1M

18.53%

6M

-12.01%

1Y

-0.20%

5Y*

12.14%

10Y*

12.62%

^GSPC (Benchmark)

YTD

-3.70%

1M

13.67%

6M

-5.18%

1Y

9.18%

5Y*

14.14%

10Y*

10.43%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.34%-5.15%-8.19%0.91%4.08%-5.49%
20243.05%5.76%1.71%-5.51%3.40%5.34%-1.23%2.31%1.36%-1.31%5.81%-6.34%14.30%
20239.74%-1.64%5.97%-0.77%3.94%5.49%4.37%-0.66%-6.04%-3.18%12.91%4.77%38.88%
2022-12.67%-3.72%3.62%-12.93%0.51%-7.27%12.95%-6.23%-10.27%3.05%5.95%-5.98%-31.02%
2021-2.12%1.30%1.15%6.42%-1.04%7.55%6.26%4.44%-5.44%9.18%-1.29%-0.79%27.45%
20201.87%-5.57%-8.52%15.80%7.83%3.07%5.93%4.85%-1.69%-0.61%8.39%4.23%38.88%
20198.80%4.86%3.41%4.69%-5.37%7.28%1.50%0.11%-0.98%0.42%3.83%1.76%33.86%
20187.80%-2.38%-0.83%1.44%3.66%0.57%3.12%4.30%0.37%-7.56%2.81%-11.08%0.68%
20173.71%3.41%0.97%3.37%2.45%-0.27%1.60%1.68%1.24%4.63%2.92%-2.36%25.76%
2016-6.13%-1.22%6.88%0.52%3.14%-0.99%4.83%0.42%0.66%-1.60%0.42%-1.62%4.79%
2015-0.48%6.70%0.19%-1.29%3.34%-1.14%6.34%-6.39%-0.71%6.42%1.64%-6.11%7.70%
2014-4.01%5.44%-2.19%-2.24%1.77%2.11%-1.78%4.42%-1.87%3.53%2.32%-2.94%4.08%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BIAWX is 20, meaning it’s performing worse than 80% of other 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 Risk-Adjusted Performance Rank of BIAWX is 2020
Overall Rank
The Sharpe Ratio Rank of BIAWX is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of BIAWX is 2121
Sortino Ratio Rank
The Omega Ratio Rank of BIAWX is 2121
Omega Ratio Rank
The Calmar Ratio Rank of BIAWX is 1818
Calmar Ratio Rank
The Martin Ratio Rank of BIAWX is 1919
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

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


The current Brown Advisory Sustainable Growth Fund Sharpe ratio is -0.01. 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 Sustainable Growth 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.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
-0.01
0.48
BIAWX (Brown Advisory Sustainable Growth Fund)
Benchmark (^GSPC)

Dividends

Dividend History


Brown Advisory Sustainable Growth Fund doesn't pay dividends

Drawdowns

Drawdowns Chart

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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-14.03%
-7.82%
BIAWX (Brown Advisory Sustainable Growth Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Brown Advisory Sustainable Growth 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 Sustainable Growth Fund was 38.09%, occurring on Oct 14, 2022. Recovery took 345 trading sessions.

The current Brown Advisory Sustainable Growth Fund drawdown is 14.03%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-38.09%Nov 22, 2021226Oct 14, 2022345Mar 1, 2024571
-30.44%Feb 20, 202023Mar 23, 202047May 29, 202070
-27.47%Dec 5, 202484Apr 8, 2025
-21.27%Sep 17, 201869Dec 24, 201859Mar 21, 2019128
-19.7%Dec 2, 201546Feb 8, 2016129Aug 11, 2016175

Volatility

Volatility Chart

The current Brown Advisory Sustainable Growth Fund volatility is 13.25%, 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.


0.00%5.00%10.00%15.00%December2025FebruaryMarchAprilMay
13.25%
11.21%
BIAWX (Brown Advisory Sustainable Growth Fund)
Benchmark (^GSPC)