BIAGX vs. BASBX
BIAGX (Brown Advisory Growth Equity Fund) and BASBX (Brown Advisory Sustainable Bond Fund) are both mutual funds - BIAGX is a Large Cap Growth Equities fund managed by Brown Advisory, while BASBX is a Intermediate Core-Plus Bond fund managed by Brown Advisory. Over the past 5 years, BIAGX returned 2.53%/yr vs -1.07%/yr for BASBX. Their 0.07 correlation means their historical movements had little consistent relationship. BIAGX charges 0.81%/yr vs 0.49%/yr for BASBX.
Performance
BIAGX vs. BASBX - 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 BASBX's -1.02% 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%
BASBX
- 1D
- -0.60%
- 1M
- -1.54%
- 6M
- -1.22%
- YTD
- -1.02%
- 1Y
- 1.25%
- 3Y*
- 3.36%
- 5Y*
- -1.07%
- 10Y*
- —
- ALL TIME*
- 1.44%
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. BASBX - 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% | 10.71% |
BASBX Brown Advisory Sustainable Bond Fund | -1.02% | 6.84% | 0.93% | 3.42% | -13.45% | -0.39% | 8.88% | 10.17% | -0.57% | 0.14% |
Correlation
The correlation between BIAGX and BASBX is 0.33, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.33 |
Correlation (3Y) Balances recent behavior with more history. | 0.20 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.18 |
Correlation (All Time) Calculated using the full available price history since Aug 22, 2017 | 0.07 |
Over the past year, BIAGX and BASBX have become more correlated (0.33) than their long-term average of 0.07, meaning their price movements have been converging.
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Return for Risk
BIAGX vs. BASBX — Risk / Return Rank
BIAGX
BASBX
BIAGX vs. BASBX - 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 Bond Fund (BASBX). 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 | BASBX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.60 | ||
| Sortino ratioReturn per unit of downside risk | -0.77 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.10 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | -0.04 | 0.70 | -0.74 |
| Martin ratioReturn relative to average drawdown | -0.09 | 1.76 | -1.85 |
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Drawdowns
BIAGX vs. BASBX - Drawdown Comparison
The maximum BIAGX drawdown since its inception was -56.68%, which is greater than BASBX's maximum drawdown of -18.78%. Use the drawdown chart below to compare losses from any high point for BIAGX and BASBX.
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Drawdown Indicators
| BIAGX | BASBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.68% | -18.78% | -37.90% |
Max Drawdown (1Y)Largest decline over 1 year | -20.12% | -2.99% | -17.13% |
Max Drawdown (3Y)Largest decline over 3 years | -56.68% | -5.43% | -51.25% |
Max Drawdown (5Y)Largest decline over 5 years | -56.68% | -18.72% | -37.96% |
Max Drawdown (10Y)Largest decline over 10 years | -56.68% | — | — |
Current DrawdownCurrent decline from peak | -43.56% | -5.50% | -38.06% |
Average DrawdownAverage peak-to-trough decline | -15.16% | -5.62% | -9.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.27% | 1.19% | +7.08% |
Volatility
BIAGX vs. BASBX - Volatility Comparison
Brown Advisory Growth Equity Fund (BIAGX) has a higher volatility of 3.89% compared to Brown Advisory Sustainable Bond Fund (BASBX) at 1.16%. This indicates that BIAGX's price experiences larger fluctuations and is considered to be riskier than BASBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIAGX | BASBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.89% | 1.16% | +2.73% |
Volatility (6M)Calculated over the trailing 6-month period | 12.75% | 2.97% | +9.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.84% | 3.81% | +12.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.32% | 5.72% | +41.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.35% | 5.08% | +31.27% |
BIAGX vs. BASBX - Expense Ratio Comparison
BIAGX has a 0.81% expense ratio, which is higher than BASBX's 0.49% expense ratio.
Dividends
BIAGX vs. BASBX - Dividend Comparison
BIAGX's dividend yield for the trailing twelve months is around 80.26%, more than BASBX's 3.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BASBX Brown Advisory Sustainable Bond Fund | 3.98% | 4.35% | 4.40% | 3.66% | 2.07% | 2.73% | 4.04% | 5.23% | 2.59% | 0.64% | 0.00% | 0.00% |
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 BASBX have a correlation of 0.33, 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 BASBX (1.16%). In terms of maximum drawdown, BIAGX dropped -56.68% vs BASBX's -18.78%.
BASBX currently has the higher Sharpe Ratio (0.55 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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