BIAZX vs. ZROZ

In the year-to-date period, BIAZX achieves a 1.83% return, which is significantly higher than ZROZ's -4.95% return. Over the past 10 years, BIAZX has outperformed ZROZ with an annualized return of 1.26%, while ZROZ has yielded a comparatively lower -2.53% annualized return.

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BIAZX has a 0.49% expense ratio, which is higher than ZROZ's 0.15% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Mortgage Securities Fund (BIAZX) and PIMCO 25+ Year Zero Coupon US Treasury Index Fund (ZROZ). 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.

The current BIAZX Sharpe Ratio is 1.02, which is higher than the ZROZ Sharpe Ratio of -0.30. The chart below compares the historical Sharpe Ratios of BIAZX and ZROZ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BIAZX's dividend yield for the trailing twelve months is around 4.00%, less than ZROZ's 4.88% yield.

The maximum BIAZX drawdown since its inception was -15.94%, smaller than the maximum ZROZ drawdown of -62.93%. Use the drawdown chart below to compare losses from any high point for BIAZX and ZROZ.

The current volatility for Brown Advisory Mortgage Securities Fund (BIAZX) is 1.70%, while PIMCO 25+ Year Zero Coupon US Treasury Index Fund (ZROZ) has a volatility of 5.87%. This indicates that BIAZX experiences smaller price fluctuations and is considered to be less risky than ZROZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.