BIAFX vs. VTAPX
Compare and contrast key facts about Brown Advisory Flexible Equity Fund (BIAFX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX).
BIAFX is managed by Brown Advisory Funds. It was launched on Nov 30, 2006. VTAPX is managed by Vanguard. It was launched on Oct 16, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIAFX or VTAPX.
Key characteristics
| BIAFX | VTAPX | |
|---|---|---|
| YTD Return | 20.51% | 4.29% |
| 1Y Return | 34.13% | 5.86% |
| 3Y Return (Ann) | 8.19% | 2.03% |
| 5Y Return (Ann) | 15.31% | 3.36% |
| 10Y Return (Ann) | 13.02% | 2.31% |
| Sharpe Ratio | 2.93 | 3.01 |
| Sortino Ratio | 3.90 | 4.98 |
| Omega Ratio | 1.54 | 1.68 |
| Calmar Ratio | 4.40 | 3.66 |
| Martin Ratio | 20.39 | 24.85 |
| Ulcer Index | 1.75% | 0.25% |
| Daily Std Dev | 12.18% | 2.04% |
| Max Drawdown | -59.99% | -5.33% |
| Current Drawdown | -2.13% | -0.76% |
Correlation
The correlation between BIAFX and VTAPX is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BIAFX vs. VTAPX - Performance Comparison
In the year-to-date period, BIAFX achieves a 20.51% return, which is significantly higher than VTAPX's 4.29% return. Over the past 10 years, BIAFX has outperformed VTAPX with an annualized return of 13.02%, while VTAPX has yielded a comparatively lower 2.31% 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. VTAPX - Expense Ratio Comparison
BIAFX has a 0.68% expense ratio, which is higher than VTAPX's 0.06% expense ratio.
Risk-Adjusted Performance
BIAFX vs. VTAPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Flexible Equity Fund (BIAFX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX). 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. VTAPX - Dividend Comparison
BIAFX's dividend yield for the trailing twelve months is around 2.21%, less than VTAPX's 2.89% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIAFX Brown Advisory Flexible Equity Fund | 2.21% | 2.67% | 3.71% | 3.75% | 3.16% | 4.55% | 4.15% | 0.42% | 0.44% | 0.58% | 0.45% | 0.28% |
VTAPX Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | 2.89% | 2.84% | 6.82% | 4.67% | 1.19% | 1.94% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% | 0.06% |
Drawdowns
BIAFX vs. VTAPX - Drawdown Comparison
The maximum BIAFX drawdown since its inception was -59.99%, which is greater than VTAPX's maximum drawdown of -5.33%. Use the drawdown chart below to compare losses from any high point for BIAFX and VTAPX. For additional features, visit the drawdowns tool.
Volatility
BIAFX vs. VTAPX - Volatility Comparison
Brown Advisory Flexible Equity Fund (BIAFX) has a higher volatility of 3.07% compared to Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) at 0.39%. This indicates that BIAFX's price experiences larger fluctuations and is considered to be riskier than VTAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.