Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIAZX (BROWN ADVISORY MORTGAGE SECURITIES FUND INVESTOR SHARES) | 0.76% | 6.11% | 4.10% | 0.42% | 1.58% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/31/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIAZX (BROWN ADVISORY MORTGAGE SECURITIES FUND INVESTOR SHARES) | 12/31/2013 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 6.11 | 4.10 | 0.42 | 1.58 | NA | NA | … | … | 0.76 | 8.00 | 1.28 | 4.35 | -10.64 | -0.32 | 5.50 | 6.93 | 0.72 | 2.36 | 1.25 | 2.31 | 4.04 | 0.00 |
| Sharpe Ratio | NA | 0.71 | 0.11 | -0.39 | -0.03 | NA | NA | … | … | -0.64 | 1.08 | -0.41 | 0.09 | -1.83 | -0.19 | 2.03 | 2.16 | -0.29 | 0.72 | 0.48 | 0.86 | 1.86 | NA |
| Standard Deviation(%) | NA | 4.04 | 5.72 | 5.81 | 4.44 | NA | NA | … | … | 4.36 | 4.76 | 5.68 | 7.76 | 6.60 | 1.77 | 2.58 | 2.52 | 2.30 | 2.38 | 2.15 | 2.66 | 2.17 | 0.00 |
| Draw Down(%) | NA | 3.14 | 7.02 | 15.94 | 15.94 | NA | NA | … | … | 3.14 | 2.70 | 4.33 | 8.45 | 14.56 | 1.43 | 4.29 | 1.27 | 1.95 | 1.69 | 3.94 | 1.54 | 0.79 | 0.00 |
| Yield(%) | 0.00 | 4.58 | 4.25 | 2.99 | 2.52 | 2.20 | 1.65 | … | … | 1.74 | 4.59 | 4.32 | 3.67 | 2.05 | 0.73 | 1.03 | 2.21 | 2.71 | 2.04 | 2.96 | 2.99 | 3.30 | 0.00 |
Data as of 06/11/2026, Common starting date is 12/31/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIAZX (BROWN ADVISORY MORTGAGE SECURITIES FUND INVESTOR SHARES) |
-4.87%
Oct 2020 – Oct 2023 |
-0.40%
May 2020 – May 2025 |
0.96%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIAZX (BROWN ADVISORY MORTGAGE SECURITIES FUND INVESTOR SHARES) |
5.40%
Oct 2022 – Oct 2025 |
3.32%
Dec 2015 – Dec 2020 |
1.87%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart