BIAFX vs. TRBUX
Compare and contrast key facts about Brown Advisory Flexible Equity Fund (BIAFX) and T. Rowe Price Ultra Short-Term Bond Fund (TRBUX).
BIAFX is managed by Brown Advisory Funds. It was launched on Nov 30, 2006. TRBUX is managed by T. Rowe Price. It was launched on Dec 3, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIAFX or TRBUX.
Key characteristics
| BIAFX | TRBUX | |
|---|---|---|
| YTD Return | 26.21% | 5.59% |
| 1Y Return | 31.96% | 7.09% |
| 3Y Return (Ann) | 6.60% | 3.55% |
| 5Y Return (Ann) | 12.18% | 2.89% |
| 10Y Return (Ann) | 11.22% | 2.42% |
| Sharpe Ratio | 2.75 | 4.09 |
| Sortino Ratio | 3.73 | 11.58 |
| Omega Ratio | 1.51 | 4.86 |
| Calmar Ratio | 3.88 | 35.60 |
| Martin Ratio | 19.55 | 73.01 |
| Ulcer Index | 1.76% | 0.10% |
| Daily Std Dev | 12.52% | 1.73% |
| Max Drawdown | -59.99% | -4.15% |
| Current Drawdown | -0.52% | 0.00% |
Correlation
The correlation between BIAFX and TRBUX is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BIAFX vs. TRBUX - Performance Comparison
In the year-to-date period, BIAFX achieves a 26.21% return, which is significantly higher than TRBUX's 5.59% return. Over the past 10 years, BIAFX has outperformed TRBUX with an annualized return of 11.22%, while TRBUX has yielded a comparatively lower 2.42% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BIAFX vs. TRBUX - Expense Ratio Comparison
BIAFX has a 0.68% expense ratio, which is higher than TRBUX's 0.31% expense ratio.
Risk-Adjusted Performance
BIAFX vs. TRBUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Flexible Equity Fund (BIAFX) and T. Rowe Price Ultra Short-Term Bond Fund (TRBUX). 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.
Dividends
BIAFX vs. TRBUX - Dividend Comparison
BIAFX's dividend yield for the trailing twelve months is around 0.17%, less than TRBUX's 5.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIAFX Brown Advisory Flexible Equity Fund | 0.17% | 0.22% | 0.22% | 0.09% | 0.25% | 0.45% | 0.27% | 0.42% | 0.44% | 0.58% | 0.45% | 0.28% |
TRBUX T. Rowe Price Ultra Short-Term Bond Fund | 5.02% | 4.02% | 1.97% | 1.11% | 1.83% | 2.72% | 2.58% | 1.88% | 1.20% | 0.80% | 0.42% | 0.06% |
Drawdowns
BIAFX vs. TRBUX - Drawdown Comparison
The maximum BIAFX drawdown since its inception was -59.99%, which is greater than TRBUX's maximum drawdown of -4.15%. Use the drawdown chart below to compare losses from any high point for BIAFX and TRBUX. For additional features, visit the drawdowns tool.
Volatility
BIAFX vs. TRBUX - Volatility Comparison
Brown Advisory Flexible Equity Fund (BIAFX) has a higher volatility of 4.06% compared to T. Rowe Price Ultra Short-Term Bond Fund (TRBUX) at 0.50%. This indicates that BIAFX's price experiences larger fluctuations and is considered to be riskier than TRBUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.