BIAGX vs. BAFWX
Compare and contrast key facts about Brown Advisory Growth Equity Fund (BIAGX) and Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX).
BIAGX is managed by Brown Advisory Funds. It was launched on Jun 28, 1999. BAFWX is managed by Brown Advisory Funds. It was launched on Jun 29, 2012.
Performance
BIAGX vs. BAFWX - Performance Comparison
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BIAGX vs. BAFWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIAGX Brown Advisory Growth Equity Fund | -10.33% | 0.61% | 16.60% | 33.90% | -33.60% | 18.56% | 32.41% | 47.97% | 4.66% | 30.37% |
BAFWX Brown Advisory Sustainable Growth Fund Institutional Shares | -12.45% | 3.35% | 20.35% | 39.07% | -30.90% | 30.01% | 39.09% | 36.09% | 4.51% | 28.10% |
Returns By Period
In the year-to-date period, BIAGX achieves a -10.33% return, which is significantly higher than BAFWX's -12.45% return. Over the past 10 years, BIAGX has underperformed BAFWX with an annualized return of 11.17%, while BAFWX has yielded a comparatively higher 13.77% annualized return.
BIAGX
- 1D
- 3.46%
- 1M
- -4.27%
- YTD
- -10.33%
- 6M
- -15.08%
- 1Y
- -3.10%
- 3Y*
- 8.26%
- 5Y*
- 2.02%
- 10Y*
- 11.17%
BAFWX
- 1D
- 3.28%
- 1M
- -4.61%
- YTD
- -12.45%
- 6M
- -15.24%
- 1Y
- -0.19%
- 3Y*
- 9.80%
- 5Y*
- 5.96%
- 10Y*
- 13.77%
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BIAGX vs. BAFWX - Expense Ratio Comparison
BIAGX has a 0.81% expense ratio, which is higher than BAFWX's 0.64% expense ratio.
Return for Risk
BIAGX vs. BAFWX — Risk / Return Rank
BIAGX
BAFWX
BIAGX vs. BAFWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Growth Equity Fund (BIAGX) and Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX). 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.
| BIAGX | BAFWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.12 | 0.02 | -0.14 |
Sortino ratioReturn per unit of downside risk | -0.03 | 0.20 | -0.22 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.03 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | -0.11 | 0.03 | -0.14 |
Martin ratioReturn relative to average drawdown | -0.29 | 0.09 | -0.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BIAGX | BAFWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.12 | 0.02 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.27 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.64 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.72 | -0.47 |
Correlation
The correlation between BIAGX and BAFWX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BIAGX vs. BAFWX - Dividend Comparison
BIAGX's dividend yield for the trailing twelve months is around 96.47%, more than BAFWX's 27.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIAGX Brown Advisory Growth Equity Fund | 96.47% | 86.50% | 91.52% | 6.80% | 7.75% | 13.04% | 4.95% | 9.82% | 12.64% | 8.09% | 9.13% | 6.59% |
BAFWX Brown Advisory Sustainable Growth Fund Institutional Shares | 27.22% | 23.83% | 5.23% | 0.01% | 0.00% | 1.82% | 0.00% | 1.48% | 3.71% | 1.70% | 0.71% | 4.73% |
Drawdowns
BIAGX vs. BAFWX - Drawdown Comparison
The maximum BIAGX drawdown since its inception was -56.68%, which is greater than BAFWX's maximum drawdown of -36.86%. Use the drawdown chart below to compare losses from any high point for BIAGX and BAFWX.
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Drawdown Indicators
| BIAGX | BAFWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.68% | -36.86% | -19.82% |
Max Drawdown (1Y)Largest decline over 1 year | -20.56% | -19.93% | -0.63% |
Max Drawdown (5Y)Largest decline over 5 years | -56.68% | -36.86% | -19.82% |
Max Drawdown (10Y)Largest decline over 10 years | -56.68% | -36.86% | -19.82% |
Current DrawdownCurrent decline from peak | -53.05% | -17.22% | -35.83% |
Average DrawdownAverage peak-to-trough decline | -14.78% | -5.69% | -9.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.62% | 6.96% | +0.66% |
Volatility
BIAGX vs. BAFWX - Volatility Comparison
The current volatility for Brown Advisory Growth Equity Fund (BIAGX) is 6.09%, while Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX) has a volatility of 6.50%. This indicates that BIAGX experiences smaller price fluctuations and is considered to be less risky than BAFWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIAGX | BAFWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.09% | 6.50% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 11.57% | 12.97% | -1.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.48% | 22.91% | -2.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.26% | 22.60% | +24.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.32% | 21.44% | +14.88% |