BAFWX vs. BIAGX

In the year-to-date period, BAFWX achieves a -9.80% return, which is significantly lower than BIAGX's -5.99% return. Over the past 10 years, BAFWX has outperformed BIAGX with an annualized return of 12.33%, while BIAGX has yielded a comparatively lower -2.62% annualized return.

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BAFWX has a 0.64% expense ratio, which is lower than BIAGX's 0.81% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX) and Brown Advisory Growth Equity Fund (BIAGX). 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.

The current BAFWX Sharpe Ratio is -0.11, which is higher than the BIAGX Sharpe Ratio of -0.84. The chart below compares the historical Sharpe Ratios of BAFWX and BIAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither BAFWX nor BIAGX has paid dividends to shareholders.

The maximum BAFWX drawdown since its inception was -37.99%, smaller than the maximum BIAGX drawdown of -66.28%. Use the drawdown chart below to compare losses from any high point for BAFWX and BIAGX. For additional features, visit the drawdowns tool.

Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX) has a higher volatility of 16.68% compared to Brown Advisory Growth Equity Fund (BIAGX) at 14.97%. This indicates that BAFWX's price experiences larger fluctuations and is considered to be riskier than BIAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.