BAIAX vs. BIAWX
BAIAX (Brown Advisory Intermediate Income Fund) and BIAWX (Brown Advisory Sustainable Growth Fund) are both mutual funds - BAIAX is a Short-Term Bond fund managed by Brown Advisory, while BIAWX is a Large Cap Growth Equities fund managed by Brown Advisory. Over the past 10 years, BAIAX returned 1.22%/yr vs 14.91%/yr for BIAWX. Their -0.01 correlation means they have often moved in opposite directions in the past. BAIAX charges 0.77%/yr vs 0.78%/yr for BIAWX.
Performance
BAIAX vs. BIAWX - Performance Comparison
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Returns By Period
In the year-to-date period, BAIAX achieves a -0.24% return, which is significantly lower than BIAWX's 4.58% return. Over the past 10 years, BAIAX has underperformed BIAWX with an annualized return of 1.22%, while BIAWX has yielded a comparatively higher 14.91% annualized return.
BAIAX
- 1D
- 0.00%
- 1M
- -0.53%
- 6M
- -0.51%
- YTD
- -0.24%
- 1Y
- 2.13%
- 3Y*
- 3.66%
- 5Y*
- 0.08%
- 10Y*
- 1.22%
- ALL TIME*
- 0.84%
BIAWX
- 1D
- 1.81%
- 1M
- -0.17%
- 6M
- 9.58%
- YTD
- 4.58%
- 1Y
- 2.98%
- 3Y*
- 11.51%
- 5Y*
- 5.97%
- 10Y*
- 14.91%
- ALL TIME*
- 15.13%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BAIAX vs. BIAWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BAIAX Brown Advisory Intermediate Income Fund | -0.24% | 6.73% | 1.78% | 4.04% | -9.66% | -1.57% | 5.28% | 6.54% | 0.17% | 2.19% |
BIAWX Brown Advisory Sustainable Growth Fund | 4.58% | 3.18% | 20.20% | 38.88% | -31.02% | 29.83% | 38.88% | 35.93% | 4.36% | 27.89% |
Correlation
The correlation between BAIAX and BIAWX is 0.29, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.29 |
Correlation (3Y) Balances recent behavior with more history. | 0.18 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.17 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.07 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 2012 | -0.01 |
The correlation between BAIAX and BIAWX shifts across timeframes, from -0.01 (all time) to 0.29 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
BAIAX vs. BIAWX — Risk / Return Rank
BAIAX
BIAWX
BAIAX vs. BIAWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Intermediate Income Fund (BAIAX) and Brown Advisory Sustainable Growth Fund (BIAWX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BAIAX | BIAWX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.99 | ||
| Sortino ratioReturn per unit of downside risk | +1.35 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.01 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.28 | -0.01 | +1.28 |
| Martin ratioReturn relative to average drawdown | 3.16 | -0.02 | +3.18 |
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Drawdowns
BAIAX vs. BIAWX - Drawdown Comparison
The maximum BAIAX drawdown since its inception was -13.87%, smaller than the maximum BIAWX drawdown of -36.94%. Use the drawdown chart below to compare losses from any high point for BAIAX and BIAWX.
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Drawdown Indicators
| BAIAX | BIAWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.87% | -36.94% | +23.07% |
Max Drawdown (1Y)Largest decline over 1 year | -2.28% | -19.97% | +17.69% |
Max Drawdown (3Y)Largest decline over 3 years | -3.89% | -25.06% | +21.17% |
Max Drawdown (5Y)Largest decline over 5 years | -13.87% | -36.94% | +23.07% |
Max Drawdown (10Y)Largest decline over 10 years | -13.87% | -36.94% | +23.07% |
Current DrawdownCurrent decline from peak | -1.69% | -2.42% | +0.73% |
Average DrawdownAverage peak-to-trough decline | -3.52% | -5.71% | +2.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 7.75% | -6.83% |
Volatility
BAIAX vs. BIAWX - Volatility Comparison
The current volatility for Brown Advisory Intermediate Income Fund (BAIAX) is 0.72%, while Brown Advisory Sustainable Growth Fund (BIAWX) has a volatility of 3.91%. This indicates that BAIAX experiences smaller price fluctuations and is considered to be less risky than BIAWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAIAX | BIAWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.72% | 3.91% | -3.19% |
Volatility (6M)Calculated over the trailing 6-month period | 2.37% | 14.23% | -11.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.97% | 17.52% | -14.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.48% | 22.77% | -18.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.75% | 21.53% | -17.78% |
BAIAX vs. BIAWX - Expense Ratio Comparison
BAIAX has a 0.77% expense ratio, which is lower than BIAWX's 0.78% expense ratio.
Dividends
BAIAX vs. BIAWX - Dividend Comparison
BAIAX's dividend yield for the trailing twelve months is around 3.32%, less than BIAWX's 23.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAIAX Brown Advisory Intermediate Income Fund | 3.32% | 3.63% | 3.38% | 2.75% | 1.73% | 1.79% | 1.48% | 2.34% | 2.32% | 1.88% | 1.74% | 2.30% |
BIAWX Brown Advisory Sustainable Growth Fund | 23.45% | 24.52% | 5.34% | 0.00% | 0.00% | 1.85% | 0.00% | 1.50% | 3.75% | 1.71% | 0.72% | 4.76% |
Frequently Asked Questions
BAIAX and BIAWX have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BIAWX has higher volatility (3.91%) compared to BAIAX (0.72%). In terms of maximum drawdown, BAIAX dropped -13.87% vs BIAWX's -36.94%.
BAIAX currently has the higher Sharpe Ratio (0.98 vs -0.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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