BAFMX vs. BAFWX
Compare and contrast key facts about Brown Advisory Mid-Cap Growth Fund (BAFMX) and Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX).
BAFMX is managed by Brown Advisory Funds. It was launched on Jul 2, 2018. BAFWX is managed by Brown Advisory Funds. It was launched on Jun 29, 2012.
Performance
BAFMX vs. BAFWX - Performance Comparison
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BAFMX vs. BAFWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BAFMX Brown Advisory Mid-Cap Growth Fund | -8.93% | 3.70% | 15.29% | 23.21% | -28.12% | 6.32% | 32.56% | 38.63% | -8.59% |
BAFWX Brown Advisory Sustainable Growth Fund Institutional Shares | -12.45% | 3.35% | 20.35% | 39.07% | -30.90% | 30.01% | 39.09% | 36.09% | -6.00% |
Returns By Period
In the year-to-date period, BAFMX achieves a -8.93% return, which is significantly higher than BAFWX's -12.45% return.
BAFMX
- 1D
- 3.00%
- 1M
- -5.02%
- YTD
- -8.93%
- 6M
- -13.55%
- 1Y
- 1.40%
- 3Y*
- 7.92%
- 5Y*
- 0.12%
- 10Y*
- —
BAFWX
- 1D
- 3.28%
- 1M
- -4.61%
- YTD
- -12.45%
- 6M
- -15.24%
- 1Y
- -0.19%
- 3Y*
- 9.80%
- 5Y*
- 5.96%
- 10Y*
- 13.77%
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BAFMX vs. BAFWX - Expense Ratio Comparison
BAFMX has a 0.79% expense ratio, which is higher than BAFWX's 0.64% expense ratio.
Return for Risk
BAFMX vs. BAFWX — Risk / Return Rank
BAFMX
BAFWX
BAFMX vs. BAFWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Mid-Cap Growth Fund (BAFMX) and Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BAFMX | BAFWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.09 | 0.02 | +0.07 |
Sortino ratioReturn per unit of downside risk | 0.29 | 0.20 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.03 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.12 | 0.03 | +0.09 |
Martin ratioReturn relative to average drawdown | 0.33 | 0.09 | +0.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BAFMX | BAFWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.09 | 0.02 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.27 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.64 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.72 | -0.38 |
Correlation
The correlation between BAFMX and BAFWX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BAFMX vs. BAFWX - Dividend Comparison
BAFMX's dividend yield for the trailing twelve months is around 80.17%, more than BAFWX's 27.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAFMX Brown Advisory Mid-Cap Growth Fund | 80.17% | 73.01% | 0.00% | 0.00% | 6.85% | 9.92% | 0.00% | 0.52% | 1.14% | 0.00% | 0.00% | 0.00% |
BAFWX Brown Advisory Sustainable Growth Fund Institutional Shares | 27.22% | 23.83% | 5.23% | 0.01% | 0.00% | 1.82% | 0.00% | 1.48% | 3.71% | 1.70% | 0.71% | 4.73% |
Drawdowns
BAFMX vs. BAFWX - Drawdown Comparison
The maximum BAFMX drawdown since its inception was -38.26%, roughly equal to the maximum BAFWX drawdown of -36.86%. Use the drawdown chart below to compare losses from any high point for BAFMX and BAFWX.
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Drawdown Indicators
| BAFMX | BAFWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.26% | -36.86% | -1.40% |
Max Drawdown (1Y)Largest decline over 1 year | -17.09% | -19.93% | +2.84% |
Max Drawdown (5Y)Largest decline over 5 years | -38.14% | -36.86% | -1.28% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.86% | — |
Current DrawdownCurrent decline from peak | -14.61% | -17.22% | +2.61% |
Average DrawdownAverage peak-to-trough decline | -11.71% | -5.69% | -6.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.03% | 6.96% | -0.93% |
Volatility
BAFMX vs. BAFWX - Volatility Comparison
The current volatility for Brown Advisory Mid-Cap Growth Fund (BAFMX) is 5.76%, while Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX) has a volatility of 6.50%. This indicates that BAFMX experiences smaller price fluctuations and is considered to be less risky than BAFWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAFMX | BAFWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.76% | 6.50% | -0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 11.86% | 12.97% | -1.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.34% | 22.91% | -1.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.56% | 22.60% | -2.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.52% | 21.44% | +1.08% |