BIAWX vs. BIAEX
Compare and contrast key facts about Brown Advisory Sustainable Growth Fund (BIAWX) and Brown Advisory Tax Exempt Bond Fund (BIAEX).
BIAWX is managed by Brown Advisory Funds. It was launched on Jun 29, 2012. BIAEX is managed by Brown Advisory Funds. It was launched on Jun 28, 2012.
Performance
BIAWX vs. BIAEX - Performance Comparison
Loading graphics...
BIAWX vs. BIAEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
BIAEX Brown Advisory Tax Exempt Bond Fund | -0.48% | 5.50% | 2.08% | 6.43% | -9.75% | 2.39% | 3.65% | 7.48% | 2.19% | 4.12% |
Returns By Period
In the year-to-date period, BIAWX achieves a -12.47% return, which is significantly lower than BIAEX's -0.48% return. Over the past 10 years, BIAWX has outperformed BIAEX with an annualized return of 13.60%, while BIAEX has yielded a comparatively lower 1.97% annualized return.
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%
BIAEX
- 1D
- 0.21%
- 1M
- -2.20%
- YTD
- -0.48%
- 6M
- 1.23%
- 1Y
- 4.68%
- 3Y*
- 3.61%
- 5Y*
- 1.01%
- 10Y*
- 1.97%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BIAWX vs. BIAEX - Expense Ratio Comparison
BIAWX has a 0.78% expense ratio, which is higher than BIAEX's 0.46% expense ratio.
Return for Risk
BIAWX vs. BIAEX — Risk / Return Rank
BIAWX
BIAEX
BIAWX vs. BIAEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Sustainable Growth Fund (BIAWX) and Brown Advisory Tax Exempt Bond Fund (BIAEX). 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.
| BIAWX | BIAEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.02 | 1.24 | -1.23 |
Sortino ratioReturn per unit of downside risk | 0.19 | 1.68 | -1.49 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.34 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | 0.02 | 1.41 | -1.39 |
Martin ratioReturn relative to average drawdown | 0.06 | 5.19 | -5.13 |
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
| BIAWX | BIAEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.02 | 1.24 | -1.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.30 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.55 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.48 | +0.24 |
Correlation
The correlation between BIAWX and BIAEX is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
BIAWX vs. BIAEX - Dividend Comparison
BIAWX's dividend yield for the trailing twelve months is around 28.02%, more than BIAEX's 3.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BIAEX Brown Advisory Tax Exempt Bond Fund | 3.48% | 3.79% | 3.67% | 3.15% | 2.00% | 2.57% | 2.75% | 3.01% | 3.27% | 2.30% | 0.00% | 0.00% |
Drawdowns
BIAWX vs. BIAEX - Drawdown Comparison
The maximum BIAWX drawdown since its inception was -36.94%, which is greater than BIAEX's maximum drawdown of -13.89%. Use the drawdown chart below to compare losses from any high point for BIAWX and BIAEX.
Loading graphics...
Drawdown Indicators
| BIAWX | BIAEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.94% | -13.89% | -23.05% |
Max Drawdown (1Y)Largest decline over 1 year | -19.97% | -3.97% | -16.00% |
Max Drawdown (5Y)Largest decline over 5 years | -36.94% | -13.89% | -23.05% |
Max Drawdown (10Y)Largest decline over 10 years | -36.94% | -13.89% | -23.05% |
Current DrawdownCurrent decline from peak | -17.27% | -2.51% | -14.76% |
Average DrawdownAverage peak-to-trough decline | -5.72% | -2.85% | -2.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.98% | 1.08% | +5.90% |
Volatility
BIAWX vs. BIAEX - Volatility Comparison
Brown Advisory Sustainable Growth Fund (BIAWX) has a higher volatility of 6.50% compared to Brown Advisory Tax Exempt Bond Fund (BIAEX) at 1.01%. This indicates that BIAWX's price experiences larger fluctuations and is considered to be riskier than BIAEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BIAWX | BIAEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 1.01% | +5.49% |
Volatility (6M)Calculated over the trailing 6-month period | 12.97% | 1.66% | +11.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.91% | 4.09% | +18.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.59% | 3.37% | +19.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.43% | 3.58% | +17.85% |