TRBUX vs. BIAFX
Compare and contrast key facts about T. Rowe Price Ultra Short-Term Bond Fund (TRBUX) and Brown Advisory Flexible Equity Fund (BIAFX).
TRBUX is managed by T. Rowe Price. It was launched on Dec 3, 2012. BIAFX is managed by Brown Advisory Funds. It was launched on Nov 30, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRBUX or BIAFX.
Key characteristics
| TRBUX | BIAFX | |
|---|---|---|
| YTD Return | 5.59% | 26.87% |
| 1Y Return | 7.09% | 35.05% |
| 3Y Return (Ann) | 3.56% | 6.80% |
| 5Y Return (Ann) | 2.89% | 12.59% |
| 10Y Return (Ann) | 2.42% | 11.29% |
| Sharpe Ratio | 4.14 | 2.96 |
| Sortino Ratio | 12.27 | 4.00 |
| Omega Ratio | 5.34 | 1.55 |
| Calmar Ratio | 35.60 | 3.54 |
| Martin Ratio | 73.62 | 21.22 |
| Ulcer Index | 0.10% | 1.76% |
| Daily Std Dev | 1.71% | 12.53% |
| Max Drawdown | -4.15% | -59.99% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between TRBUX and BIAFX 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.
Performance
TRBUX vs. BIAFX - Performance Comparison
In the year-to-date period, TRBUX achieves a 5.59% return, which is significantly lower than BIAFX's 26.87% return. Over the past 10 years, TRBUX has underperformed BIAFX with an annualized return of 2.42%, while BIAFX has yielded a comparatively higher 11.29% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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TRBUX vs. BIAFX - Expense Ratio Comparison
TRBUX has a 0.31% expense ratio, which is lower than BIAFX's 0.68% expense ratio.
Risk-Adjusted Performance
TRBUX vs. BIAFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Ultra Short-Term Bond Fund (TRBUX) 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.
Dividends
TRBUX vs. BIAFX - Dividend Comparison
TRBUX's dividend yield for the trailing twelve months is around 5.02%, more than BIAFX's 0.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRBUX T. Rowe Price Ultra Short-Term Bond Fund | 5.02% | 4.02% | 1.97% | 1.11% | 1.83% | 2.72% | 2.58% | 1.88% | 1.20% | 0.80% | 0.42% | 0.06% |
BIAFX Brown Advisory Flexible Equity Fund | 0.17% | 0.22% | 0.22% | 0.09% | 0.25% | 0.45% | 0.27% | 0.42% | 0.44% | 0.58% | 0.45% | 0.28% |
Drawdowns
TRBUX vs. BIAFX - Drawdown Comparison
The maximum TRBUX drawdown since its inception was -4.15%, smaller than the maximum BIAFX drawdown of -59.99%. Use the drawdown chart below to compare losses from any high point for TRBUX and BIAFX. For additional features, visit the drawdowns tool.
Volatility
TRBUX vs. BIAFX - Volatility Comparison
The current volatility for T. Rowe Price Ultra Short-Term Bond Fund (TRBUX) is 0.41%, while Brown Advisory Flexible Equity Fund (BIAFX) has a volatility of 4.18%. This indicates that TRBUX experiences smaller price fluctuations and is considered to be less risky than BIAFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.