BIASX vs. BIAWX
Compare and contrast key facts about Brown Advisory Small-Cap Growth Fund (BIASX) and Brown Advisory Sustainable Growth Fund (BIAWX).
BIASX is managed by Brown Advisory Funds. It was launched on Jun 28, 1999. BIAWX is managed by Brown Advisory Funds. It was launched on Jun 29, 2012.
Performance
BIASX vs. BIAWX - Performance Comparison
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BIASX vs. BIAWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIASX Brown Advisory Small-Cap Growth Fund | -1.41% | 2.29% | 4.29% | 12.43% | -20.27% | 7.31% | 31.78% | 36.26% | -4.47% | 16.91% |
BIAWX Brown Advisory Sustainable Growth Fund | -12.47% | 3.18% | 20.20% | 38.88% | -31.02% | 29.83% | 38.88% | 35.93% | 4.36% | 27.89% |
Returns By Period
In the year-to-date period, BIASX achieves a -1.41% return, which is significantly higher than BIAWX's -12.47% return. Over the past 10 years, BIASX has underperformed BIAWX with an annualized return of 8.65%, while BIAWX has yielded a comparatively higher 13.60% annualized return.
BIASX
- 1D
- 3.40%
- 1M
- -7.68%
- YTD
- -1.41%
- 6M
- 0.35%
- 1Y
- 8.78%
- 3Y*
- 4.13%
- 5Y*
- -0.63%
- 10Y*
- 8.65%
BIAWX
- 1D
- 3.30%
- 1M
- -4.63%
- YTD
- -12.47%
- 6M
- -15.30%
- 1Y
- -0.34%
- 3Y*
- 9.64%
- 5Y*
- 5.80%
- 10Y*
- 13.60%
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BIASX vs. BIAWX - Expense Ratio Comparison
BIASX has a 1.11% expense ratio, which is higher than BIAWX's 0.78% expense ratio.
Return for Risk
BIASX vs. BIAWX — Risk / Return Rank
BIASX
BIAWX
BIASX vs. BIAWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Small-Cap Growth Fund (BIASX) 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.
| BIASX | BIAWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 0.02 | +0.38 |
Sortino ratioReturn per unit of downside risk | 0.74 | 0.19 | +0.55 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.03 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.57 | 0.02 | +0.55 |
Martin ratioReturn relative to average drawdown | 2.23 | 0.06 | +2.17 |
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
| BIASX | BIAWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.02 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.26 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.64 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.71 | -0.43 |
Correlation
The correlation between BIASX and BIAWX is 0.83, 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
BIASX vs. BIAWX - Dividend Comparison
BIASX's dividend yield for the trailing twelve months is around 19.90%, less than BIAWX's 28.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIASX Brown Advisory Small-Cap Growth Fund | 19.90% | 19.62% | 5.78% | 0.00% | 8.22% | 13.22% | 0.78% | 4.00% | 5.17% | 1.69% | 3.50% | 16.77% |
BIAWX Brown Advisory Sustainable Growth Fund | 28.02% | 24.52% | 5.34% | 0.00% | 0.00% | 1.85% | 0.00% | 1.50% | 3.75% | 1.71% | 0.72% | 4.76% |
Drawdowns
BIASX vs. BIAWX - Drawdown Comparison
The maximum BIASX drawdown since its inception was -73.26%, which is greater than BIAWX's maximum drawdown of -36.94%. Use the drawdown chart below to compare losses from any high point for BIASX and BIAWX.
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Drawdown Indicators
| BIASX | BIAWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.26% | -36.94% | -36.32% |
Max Drawdown (1Y)Largest decline over 1 year | -14.18% | -19.97% | +5.79% |
Max Drawdown (5Y)Largest decline over 5 years | -30.61% | -36.94% | +6.33% |
Max Drawdown (10Y)Largest decline over 10 years | -38.04% | -36.94% | -1.10% |
Current DrawdownCurrent decline from peak | -10.83% | -17.27% | +6.44% |
Average DrawdownAverage peak-to-trough decline | -23.60% | -5.72% | -17.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 6.98% | -3.37% |
Volatility
BIASX vs. BIAWX - Volatility Comparison
Brown Advisory Small-Cap Growth Fund (BIASX) and Brown Advisory Sustainable Growth Fund (BIAWX) have volatilities of 6.58% and 6.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIASX | BIAWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 6.50% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 12.70% | 12.97% | -0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.35% | 22.91% | -0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.76% | 22.59% | -2.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.90% | 21.43% | -1.53% |