BIAGX vs. BAIAX
BIAGX (Brown Advisory Growth Equity Fund) and BAIAX (Brown Advisory Intermediate Income Fund) are both mutual funds - BIAGX is a Large Cap Growth Equities fund managed by Brown Advisory, while BAIAX is a Short-Term Bond fund managed by Brown Advisory. Over the past 10 years, BIAGX returned 12.99%/yr vs 1.21%/yr for BAIAX. Their -0.12 correlation means they have often moved in opposite directions in the past. BIAGX charges 0.81%/yr vs 0.77%/yr for BAIAX.
Performance
BIAGX vs. BAIAX - Performance Comparison
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Returns By Period
In the year-to-date period, BIAGX achieves a 7.78% return, which is significantly higher than BAIAX's -0.45% return. Over the past 10 years, BIAGX has outperformed BAIAX with an annualized return of 12.99%, while BAIAX has yielded a comparatively lower 1.21% annualized return.
BIAGX
- 1D
- 1.15%
- 1M
- -2.22%
- 6M
- 12.40%
- YTD
- 7.78%
- 1Y
- 1.03%
- 3Y*
- 10.47%
- 5Y*
- 2.53%
- 10Y*
- 12.99%
- ALL TIME*
- 7.75%
BAIAX
- 1D
- -0.21%
- 1M
- -0.74%
- 6M
- -0.52%
- YTD
- -0.45%
- 1Y
- 1.91%
- 3Y*
- 3.70%
- 5Y*
- 0.04%
- 10Y*
- 1.21%
- ALL TIME*
- 0.83%
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 |
BIAGX vs. BAIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIAGX Brown Advisory Growth Equity Fund | 7.78% | 0.61% | 16.60% | 33.90% | -33.60% | 18.56% | 32.41% | 47.97% | 4.66% | 30.37% |
BAIAX Brown Advisory Intermediate Income Fund | -0.45% | 6.73% | 1.78% | 4.04% | -9.66% | -1.57% | 5.28% | 6.54% | 0.17% | 2.19% |
Correlation
The correlation between BIAGX and BAIAX is 0.30, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.30 |
Correlation (3Y) Balances recent behavior with more history. | 0.19 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.18 |
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 28, 1999 | -0.12 |
The correlation between BIAGX and BAIAX shifts across timeframes, from -0.12 (all time) to 0.30 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
BIAGX vs. BAIAX — Risk / Return Rank
BIAGX
BAIAX
BIAGX vs. BAIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Growth Equity Fund (BIAGX) and Brown Advisory Intermediate Income Fund (BAIAX). 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.
| BIAGX | BAIAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.95 | ||
| Sortino ratioReturn per unit of downside risk | -1.30 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.16 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | -0.04 | 1.17 | -1.21 |
| Martin ratioReturn relative to average drawdown | -0.09 | 2.88 | -2.97 |
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Drawdowns
BIAGX vs. BAIAX - Drawdown Comparison
The maximum BIAGX drawdown since its inception was -56.68%, which is greater than BAIAX's maximum drawdown of -13.87%. Use the drawdown chart below to compare losses from any high point for BIAGX and BAIAX.
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Drawdown Indicators
| BIAGX | BAIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.68% | -13.87% | -42.81% |
Max Drawdown (1Y)Largest decline over 1 year | -20.12% | -2.28% | -17.84% |
Max Drawdown (3Y)Largest decline over 3 years | -56.68% | -3.89% | -52.79% |
Max Drawdown (5Y)Largest decline over 5 years | -56.68% | -13.71% | -42.97% |
Max Drawdown (10Y)Largest decline over 10 years | -56.68% | -13.87% | -42.81% |
Current DrawdownCurrent decline from peak | -43.56% | -1.90% | -41.66% |
Average DrawdownAverage peak-to-trough decline | -15.16% | -3.52% | -11.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.27% | 0.93% | +7.34% |
Volatility
BIAGX vs. BAIAX - Volatility Comparison
Brown Advisory Growth Equity Fund (BIAGX) has a higher volatility of 3.89% compared to Brown Advisory Intermediate Income Fund (BAIAX) at 0.74%. This indicates that BIAGX's price experiences larger fluctuations and is considered to be riskier than BAIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIAGX | BAIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.89% | 0.74% | +3.15% |
Volatility (6M)Calculated over the trailing 6-month period | 12.75% | 2.38% | +10.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.84% | 2.97% | +12.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.32% | 4.48% | +42.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.35% | 3.75% | +32.60% |
BIAGX vs. BAIAX - Expense Ratio Comparison
BIAGX has a 0.81% expense ratio, which is higher than BAIAX's 0.77% expense ratio.
Dividends
BIAGX vs. BAIAX - Dividend Comparison
BIAGX's dividend yield for the trailing twelve months is around 80.26%, more than BAIAX's 3.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAIAX Brown Advisory Intermediate Income Fund | 3.66% | 3.63% | 3.38% | 2.75% | 1.73% | 1.79% | 1.48% | 2.34% | 2.32% | 1.88% | 1.74% | 2.30% |
BIAGX Brown Advisory Growth Equity Fund | 80.26% | 86.50% | 91.52% | 6.80% | 7.75% | 13.04% | 4.95% | 9.82% | 12.64% | 8.09% | 9.13% | 6.59% |
Frequently Asked Questions
BIAGX and BAIAX have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BIAGX has higher volatility (3.89%) compared to BAIAX (0.74%). In terms of maximum drawdown, BIAGX dropped -56.68% vs BAIAX's -13.87%.
BAIAX currently has the higher Sharpe Ratio (0.90 vs -0.05), 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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