BASBX vs. BAFMX

Last updated Jun 4, 2026

BASBX (Brown Advisory Sustainable Bond Fund) and BAFMX (Brown Advisory Mid-Cap Growth Fund) are both mutual funds - BASBX is a Intermediate Core-Plus Bond fund managed by Brown Advisory Funds, while BAFMX is a Mid Cap Growth Equities fund managed by Brown Advisory Funds. At a 0.08 correlation, their price movements are largely independent. BASBX charges 0.49%/yr vs 0.79%/yr for BAFMX.

Performance

BASBX vs. BAFMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brown Advisory Sustainable Bond Fund (BASBX) and Brown Advisory Mid-Cap Growth Fund (BAFMX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BASBX

• 1D: 0.00%
• 1M: 0.34%
• YTD: 0.29%
• 6M: 0.11%
• 1Y: 5.09%
• 3Y*: 3.35%
• 5Y*: -0.44%
• 10Y*: —

BAFMX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BASBX vs. BAFMX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
BASBX Brown Advisory Sustainable Bond Fund	0.29%	6.84%	0.93%	3.42%	-13.45%	-0.39%	8.88%	10.17%	1.65%
BAFMX Brown Advisory Mid-Cap Growth Fund	-2.65%	3.70%	15.29%	23.21%	-28.12%	6.32%	32.56%	38.63%	-8.59%

Correlation

The correlation between BASBX and BAFMX is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.25
Correlation (3Y) Calculated over the trailing 3-year period	0.22
Correlation (5Y) Calculated over the trailing 5-year period	0.17
Correlation (All Time) Calculated using the full available price history since Nov 19, 2018	0.08

The correlation between BASBX and BAFMX shifts across timeframes, from 0.08 (all time) to 0.25 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

BASBX vs. BAFMX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BASBX

BASBX Risk / Return Rank: 21
BASBX Sharpe Ratio Rank: 22
BASBX Sortino Ratio Rank: 23
BASBX Omega Ratio Rank: 20
BASBX Calmar Ratio Rank: 22
BASBX Martin Ratio Rank: 20

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BASBX vs. BAFMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Sustainable Bond Fund (BASBX) and Brown Advisory Mid-Cap Growth Fund (BAFMX). 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.

	BASBX	BAFMX	Difference
Sharpe ratio Return per unit of total volatility	1.34	—	—
Sortino ratio Return per unit of downside risk	1.99	—	—
Omega ratio Gain probability vs. loss probability	1.24	—	—
Calmar ratio Return relative to maximum drawdown	1.71	—	—
Martin ratio Return relative to average drawdown	5.28	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	BASBX	BAFMX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.34	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.08	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.32	—	—

Drawdowns

Drawdown Indicators

	BASBX	BAFMX	Difference
Max Drawdown Largest peak-to-trough decline	-18.78%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-2.99%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-6.65%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-18.78%	—	—
Current Drawdown Current decline from peak	-4.25%	—	—
Average Drawdown Average peak-to-trough decline	-5.65%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	0.97%	—	—

Volatility

Volatility by Period

	BASBX	BAFMX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.33%	—	—
Volatility (6M) Calculated over the trailing 6-month period	2.71%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	3.84%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.70%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.09%	—	—

BASBX vs. BAFMX - Expense Ratio Comparison

BASBX has a 0.49% expense ratio, which is lower than BAFMX's 0.79% expense ratio.

Dividends

BASBX vs. BAFMX - Dividend Comparison

BASBX's dividend yield for the trailing twelve months is around 4.30%, less than BAFMX's 75.00% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
BAFMX Brown Advisory Mid-Cap Growth Fund	75.00%	73.01%	0.00%	0.00%	6.85%	9.92%	0.00%	0.52%	1.14%	0.00%
BASBX Brown Advisory Sustainable Bond Fund	4.30%	4.35%	4.40%	3.66%	2.07%	2.73%	4.04%	5.23%	2.59%	0.64%

Frequently Asked Questions

Can I hold both BASBX and BAFMX in my portfolio?

BASBX and BAFMX have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.