Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIAEX (BROWN ADVISORY TAX EXEMPT BOND FUND INVESTOR SHARES) | 1.45% | 7.27% | 4.58% | 1.42% | 2.50% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIAEX (BROWN ADVISORY TAX EXEMPT BOND FUND INVESTOR SHARES) | 07/02/2012 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 7.27 | 4.58 | 1.42 | 2.50 | NA | NA | … | … | 1.45 | 5.47 | 2.42 | 7.16 | -8.84 | 2.82 | 3.43 | 7.47 | 2.17 | 4.93 | -0.08 | 1.42 | 5.55 | -1.89 | 1.92 |
| Sharpe Ratio | NA | 1.84 | 0.38 | -0.30 | 0.25 | NA | NA | … | … | 0.42 | 0.62 | -0.39 | 1.13 | -2.66 | 1.63 | 0.41 | 3.54 | 0.52 | 2.49 | -0.15 | 0.94 | 3.77 | -0.95 | 2.46 |
| Standard Deviation(%) | NA | 2.51 | 3.50 | 3.37 | 3.60 | NA | NA | … | … | 2.80 | 4.19 | 3.06 | 3.14 | 3.87 | 1.71 | 7.71 | 1.70 | 1.53 | 1.73 | 1.99 | 1.48 | 1.46 | 2.01 | 1.57 |
| Draw Down(%) | NA | 2.82 | 4.48 | 12.83 | 12.83 | NA | NA | … | … | 2.82 | 4.48 | 2.11 | 3.77 | 12.48 | 2.00 | 12.79 | 1.25 | 0.95 | 0.80 | 4.36 | 2.17 | 0.93 | 4.24 | 1.31 |
| Yield(%) | 0.00 | 3.88 | 3.91 | 3.24 | 3.10 | 2.59 | 1.94 | … | … | 1.55 | 3.81 | 3.94 | 3.92 | 2.66 | 2.98 | 2.56 | 3.14 | 3.22 | 3.14 | 2.05 | 1.99 | 2.02 | 1.60 | 0.92 |
Data as of 06/10/2026, Common starting date is 07/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIAEX (BROWN ADVISORY TAX EXEMPT BOND FUND INVESTOR SHARES) |
-2.02%
Oct 2019 – Oct 2022 |
0.68%
Oct 2017 – Oct 2022 |
1.25%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIAEX (BROWN ADVISORY TAX EXEMPT BOND FUND INVESTOR SHARES) |
6.07%
Oct 2022 – Oct 2025 |
4.23%
Nov 2016 – Nov 2021 |
2.71%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart