Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTEIX (BROWN ADVISORY TAX-EXEMPT BOND FUND INSTITUTIONAL SHARES) | 1.35% | 7.33% | 4.64% | 1.44% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTEIX (BROWN ADVISORY TAX-EXEMPT BOND FUND INSTITUTIONAL SHARES) | 07/03/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 7.33 | 4.64 | 1.44 | NA | NA | NA | … | … | 1.35 | 5.58 | 2.55 | 7.12 | -8.82 | 2.95 | 3.38 | 7.56 | 1.46 |
| Sharpe Ratio | NA | 1.86 | 0.39 | -0.29 | NA | NA | NA | … | … | 0.32 | 0.64 | -0.35 | 1.10 | -2.65 | 1.68 | 0.41 | 3.56 | 0.92 |
| Standard Deviation(%) | NA | 2.51 | 3.53 | 3.40 | NA | NA | NA | … | … | 2.86 | 4.23 | 3.10 | 3.18 | 3.88 | 1.74 | 7.67 | 1.71 | 1.55 |
| Draw Down(%) | NA | 2.82 | 4.47 | 12.81 | NA | NA | NA | … | … | 2.82 | 4.47 | 2.01 | 3.75 | 12.47 | 2.00 | 12.70 | 1.25 | 0.94 |
| Yield(%) | 0.00 | 3.94 | 3.97 | 3.28 | 2.62 | 1.74 | 1.31 | … | … | 1.55 | 3.91 | 3.96 | 3.98 | 2.68 | 3.02 | 2.61 | 3.22 | 1.65 |
Data as of 06/10/2026, Common starting date is 07/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTEIX (BROWN ADVISORY TAX-EXEMPT BOND FUND INSTITUTIONAL SHARES) |
-1.98%
Oct 2019 – Oct 2022 |
0.87%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTEIX (BROWN ADVISORY TAX-EXEMPT BOND FUND INSTITUTIONAL SHARES) |
6.09%
Oct 2022 – Oct 2025 |
2.26%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart