BIAHX vs. BIAFX
Compare and contrast key facts about Brown Advisory - WMC Strategic European Equity Fund (BIAHX) and Brown Advisory Flexible Equity Fund (BIAFX).
BIAHX is managed by Brown Advisory Funds. It was launched on Oct 20, 2013. BIAFX is managed by Brown Advisory Funds. It was launched on Nov 30, 2006.
Performance
BIAHX vs. BIAFX - Performance Comparison
Loading graphics...
BIAHX vs. BIAFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIAHX Brown Advisory - WMC Strategic European Equity Fund | -2.69% | 47.26% | 10.85% | 19.36% | -11.95% | 14.54% | 11.34% | 29.43% | -16.60% | 32.37% |
BIAFX Brown Advisory Flexible Equity Fund | -7.57% | 9.74% | 23.72% | 34.52% | -21.07% | 24.95% | 19.89% | 42.29% | -4.15% | 24.12% |
Returns By Period
In the year-to-date period, BIAHX achieves a -2.69% return, which is significantly higher than BIAFX's -7.57% return. Over the past 10 years, BIAHX has underperformed BIAFX with an annualized return of 11.69%, while BIAFX has yielded a comparatively higher 14.05% annualized return.
BIAHX
- 1D
- 2.78%
- 1M
- -6.61%
- YTD
- -2.69%
- 6M
- 0.89%
- 1Y
- 23.54%
- 3Y*
- 19.59%
- 5Y*
- 12.97%
- 10Y*
- 11.69%
BIAFX
- 1D
- 3.20%
- 1M
- -5.07%
- YTD
- -7.57%
- 6M
- -6.41%
- 1Y
- 4.23%
- 3Y*
- 15.62%
- 5Y*
- 8.76%
- 10Y*
- 14.05%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BIAHX vs. BIAFX - Expense Ratio Comparison
BIAHX has a 1.19% expense ratio, which is higher than BIAFX's 0.68% expense ratio.
Return for Risk
BIAHX vs. BIAFX — Risk / Return Rank
BIAHX
BIAFX
BIAHX vs. BIAFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown Advisory - WMC Strategic European Equity Fund (BIAHX) and Brown Advisory Flexible Equity Fund (BIAFX). 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.
| BIAHX | BIAFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.58 | 0.25 | +1.33 |
Sortino ratioReturn per unit of downside risk | 2.09 | 0.50 | +1.59 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.07 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 0.42 | +1.32 |
Martin ratioReturn relative to average drawdown | 6.91 | 1.44 | +5.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BIAHX | BIAFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 0.25 | +1.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.49 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.73 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.47 | +0.10 |
Correlation
The correlation between BIAHX and BIAFX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BIAHX vs. BIAFX - Dividend Comparison
BIAHX's dividend yield for the trailing twelve months is around 7.81%, more than BIAFX's 6.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIAHX Brown Advisory - WMC Strategic European Equity Fund | 7.81% | 7.60% | 5.16% | 1.13% | 2.66% | 9.72% | 6.39% | 9.78% | 12.12% | 0.83% | 1.19% | 0.00% |
BIAFX Brown Advisory Flexible Equity Fund | 6.29% | 5.81% | 4.81% | 2.67% | 3.71% | 3.75% | 3.16% | 8.65% | 4.15% | 0.42% | 0.44% | 0.58% |
Drawdowns
BIAHX vs. BIAFX - Drawdown Comparison
The maximum BIAHX drawdown since its inception was -34.90%, smaller than the maximum BIAFX drawdown of -60.32%. Use the drawdown chart below to compare losses from any high point for BIAHX and BIAFX.
Loading graphics...
Drawdown Indicators
| BIAHX | BIAFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.90% | -60.32% | +25.42% |
Max Drawdown (1Y)Largest decline over 1 year | -13.18% | -13.10% | -0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -30.95% | -27.44% | -3.51% |
Max Drawdown (10Y)Largest decline over 10 years | -34.90% | -35.49% | +0.59% |
Current DrawdownCurrent decline from peak | -10.18% | -10.24% | +0.06% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -10.22% | +4.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 3.78% | -0.47% |
Volatility
BIAHX vs. BIAFX - Volatility Comparison
Brown Advisory - WMC Strategic European Equity Fund (BIAHX) has a higher volatility of 6.71% compared to Brown Advisory Flexible Equity Fund (BIAFX) at 6.03%. This indicates that BIAHX's price experiences larger fluctuations and is considered to be riskier than BIAFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BIAHX | BIAFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.71% | 6.03% | +0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 10.41% | -0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.19% | 18.76% | -3.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.17% | 17.84% | -1.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.19% | 19.18% | -1.99% |