BIAQX vs. BIAWX
BIAQX (Brown Advisory Emerging Markets Select Fund) and BIAWX (Brown Advisory Sustainable Growth Fund) are both mutual funds - BIAQX is a Emerging Markets Equities fund managed by Brown Advisory, while BIAWX is a Large Cap Growth Equities fund managed by Brown Advisory. Over the past 10 years, BIAQX returned 7.82%/yr vs 14.91%/yr for BIAWX. Their 0.59 correlation means they have sometimes moved together and sometimes differently. BIAQX charges 1.25%/yr vs 0.78%/yr for BIAWX.
Performance
BIAQX vs. BIAWX - Performance Comparison
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Returns By Period
In the year-to-date period, BIAQX achieves a 14.73% return, which is significantly higher than BIAWX's 4.58% return. Over the past 10 years, BIAQX has underperformed BIAWX with an annualized return of 7.82%, while BIAWX has yielded a comparatively higher 14.91% annualized return.
BIAQX
- 1D
- 3.36%
- 1M
- -1.00%
- 6M
- 4.90%
- YTD
- 14.73%
- 1Y
- 33.93%
- 3Y*
- 16.09%
- 5Y*
- 8.69%
- 10Y*
- 7.82%
- ALL TIME*
- 5.07%
BIAWX
- 1D
- 1.81%
- 1M
- -0.17%
- 6M
- 9.58%
- YTD
- 4.58%
- 1Y
- 2.98%
- 3Y*
- 11.51%
- 5Y*
- 5.97%
- 10Y*
- 14.91%
- ALL TIME*
- 15.13%
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 |
BIAQX vs. BIAWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIAQX Brown Advisory Emerging Markets Select Fund | 14.73% | 29.80% | 8.83% | 10.55% | -15.20% | 1.55% | 18.34% | 16.75% | -20.54% | 32.78% |
BIAWX Brown Advisory Sustainable Growth Fund | 4.58% | 3.18% | 20.20% | 38.88% | -31.02% | 29.83% | 38.88% | 35.93% | 4.36% | 27.89% |
Correlation
The correlation between BIAQX and BIAWX is 0.56, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.56 |
Correlation (3Y) Balances recent behavior with more history. | 0.56 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.58 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.59 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.59 |
The correlation between BIAQX and BIAWX has been stable across timeframes, ranging from 0.56 to 0.59 - a consistent structural relationship.
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Return for Risk
BIAQX vs. BIAWX — Risk / Return Rank
BIAQX
BIAWX
BIAQX vs. BIAWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Emerging Markets Select Fund (BIAQX) and Brown Advisory Sustainable Growth Fund (BIAWX). 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.
| BIAQX | BIAWX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.49 | ||
| Sortino ratioReturn per unit of downside risk | +1.88 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.01 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 2.20 | -0.01 | +2.21 |
| Martin ratioReturn relative to average drawdown | 7.12 | -0.02 | +7.14 |
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Drawdowns
BIAQX vs. BIAWX - Drawdown Comparison
The maximum BIAQX drawdown since its inception was -40.55%, which is greater than BIAWX's maximum drawdown of -36.94%. Use the drawdown chart below to compare losses from any high point for BIAQX and BIAWX.
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Drawdown Indicators
| BIAQX | BIAWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.55% | -36.94% | -3.61% |
Max Drawdown (1Y)Largest decline over 1 year | -13.93% | -19.97% | +6.04% |
Max Drawdown (3Y)Largest decline over 3 years | -17.23% | -25.06% | +7.83% |
Max Drawdown (5Y)Largest decline over 5 years | -31.03% | -36.94% | +5.91% |
Max Drawdown (10Y)Largest decline over 10 years | -40.55% | -36.94% | -3.61% |
Current DrawdownCurrent decline from peak | -8.50% | -2.42% | -6.08% |
Average DrawdownAverage peak-to-trough decline | -11.15% | -5.71% | -5.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.30% | 7.75% | -3.45% |
Volatility
BIAQX vs. BIAWX - Volatility Comparison
Brown Advisory Emerging Markets Select Fund (BIAQX) has a higher volatility of 8.35% compared to Brown Advisory Sustainable Growth Fund (BIAWX) at 3.91%. This indicates that BIAQX's price experiences larger fluctuations and is considered to be riskier than BIAWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIAQX | BIAWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.35% | 3.91% | +4.44% |
Volatility (6M)Calculated over the trailing 6-month period | 18.51% | 14.23% | +4.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.66% | 17.52% | +3.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.39% | 22.77% | -5.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.12% | 21.53% | -4.41% |
BIAQX vs. BIAWX - Expense Ratio Comparison
BIAQX has a 1.25% expense ratio, which is higher than BIAWX's 0.78% expense ratio.
Dividends
BIAQX vs. BIAWX - Dividend Comparison
BIAQX's dividend yield for the trailing twelve months is around 1.39%, less than BIAWX's 23.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIAQX Brown Advisory Emerging Markets Select Fund | 1.39% | 1.60% | 1.87% | 1.59% | 1.13% | 0.52% | 0.44% | 0.89% | 3.75% | 0.81% | 1.17% | 0.99% |
BIAWX Brown Advisory Sustainable Growth Fund | 23.45% | 24.52% | 5.34% | 0.00% | 0.00% | 1.85% | 0.00% | 1.50% | 3.75% | 1.71% | 0.72% | 4.76% |
Frequently Asked Questions
BIAQX and BIAWX have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BIAQX has higher volatility (8.35%) compared to BIAWX (3.91%). In terms of maximum drawdown, BIAQX dropped -40.55% vs BIAWX's -36.94%.
BIAQX currently has the higher Sharpe Ratio (1.48 vs -0.01), 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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