See what your fund actually adds
Brown Advisory Growth Equity Fund Investor Shares BIAGX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | BIAGX | Replication |
|---|---|---|
| Annualized growth | 4.8% | 9.2% |
| Annualized volatility | 21.3% | 19.8% |
| Sharpe ratio | 0.32 | 0.54 |
| Maximum drawdown | 41.2% | 34.5% |
| Replication fit (R²) | 0.93 · Tracking error 5.6% | |
Replication portfolio
The published portfolio below is the investable basket used to model BIAGX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VUG | Style · Growth | 47.9% |
| VOT | Mid-Cap · Growth | 46.9% |
| XLV | Sector · Healthcare | 5.2% |