BAFWX vs. WCMIX

In the year-to-date period, BAFWX achieves a 2.01% return, which is significantly lower than WCMIX's 12.27% return. Over the past 10 years, BAFWX has outperformed WCMIX with an annualized return of 13.81%, while WCMIX has yielded a comparatively lower 7.41% annualized return.

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BAFWX has a 0.64% expense ratio, which is lower than WCMIX's 1.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX) and WCM Focused International Growth Fund (WCMIX). 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 0.46, which is higher than the WCMIX Sharpe Ratio of 0.01. The chart below compares the historical Sharpe Ratios of BAFWX and WCMIX, 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 WCMIX's dividend yield for the trailing twelve months is around 0.25%.

The maximum BAFWX drawdown since its inception was -37.99%, smaller than the maximum WCMIX drawdown of -42.39%. Use the drawdown chart below to compare losses from any high point for BAFWX and WCMIX. For additional features, visit the drawdowns tool.

Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX) has a higher volatility of 4.59% compared to WCM Focused International Growth Fund (WCMIX) at 4.33%. This indicates that BAFWX's price experiences larger fluctuations and is considered to be riskier than WCMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.