BAFWX vs. FSELX

In the year-to-date period, BAFWX achieves a 0.56% return, which is significantly higher than FSELX's -7.62% return. Over the past 10 years, BAFWX has underperformed FSELX with an annualized return of 13.25%, while FSELX has yielded a comparatively higher 15.28% annualized return.

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BAFWX has a 0.64% expense ratio, which is lower than FSELX's 0.68% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX) and Fidelity Select Semiconductors Portfolio (FSELX). 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 0.15, which is higher than the FSELX Sharpe Ratio of -0.08. The chart below compares the historical Sharpe Ratios of BAFWX and FSELX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BAFWX has not paid dividends to shareholders, while FSELX's dividend yield for the trailing twelve months is around 8.83%.

The maximum BAFWX drawdown since its inception was -37.99%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for BAFWX and FSELX. For additional features, visit the drawdowns tool.

The current volatility for Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX) is 6.79%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 11.16%. This indicates that BAFWX experiences smaller price fluctuations and is considered to be less risky than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.