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BCSIX: Brown Capital Mgmt Small Co Inv (MUTUAL FUND)
Basic Info 70.41 1.87(2.73%) March 31
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 05/12/1997 |
| Last Dividend Date: | 12/12/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.35% |
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Performance Analytics (As of 03/30/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 5.0 | 8.9 | -11.0 | 8.1 | 5.1 | 10.9 | 11.7 | 11.0 | -29.5 | -4.2 | 45.3 | 29.2 | -0.7 | 28.9 | 8.3 | 8.8 | 2.2 | 49.0 | 17.5 | 0.1 | 22.6 | 45.6 | -30.1 | 21.2 | 15.7 | 4.8 | 0.2 | 41.7 | -40.3 | 13.3 | 15.3 | 44.0 | 18.4 | 15.8 |
| SR | NA | 0.42 | -0.43 | 0.21 | 0.11 | 0.4 | NA | 0.39 | -0.77 | -0.19 | 1.22 | 1.41 | -0.09 | 2.13 | 0.44 | 0.52 | 0.12 | 3.2 | 1.04 | 0.0 | 1.09 | 1.7 | -0.8 | 0.99 | 0.73 | 0.18 | -0.04 | 1.92 | -1.38 | 0.39 | 0.36 | 2.41 | 0.62 | 1.3 |
| DD(%) | NA | 14.3 | 31.8 | 48.3 | 48.3 | 48.3 | NA | 51.3 | 40.2 | 22.1 | 31.5 | 9.7 | 33.1 | 5.5 | 17.3 | 11.8 | 14.2 | 6.3 | 11.3 | 25.7 | 14.3 | 20.8 | 43.7 | 7.8 | 17.0 | 13.9 | 25.9 | 13.7 | 51.3 | 29.8 | 32.6 | 13.5 | 32.0 | 10.7 |
| SD(%) | NA | 28.5 | 38.4 | 31.7 | 30.0 | 24.2 | NA | 24.2 | 40.5 | 22.1 | 36.7 | 19.8 | 22.7 | 13.3 | 18.5 | 16.8 | 17.5 | 15.3 | 16.8 | 29.9 | 20.7 | 26.8 | 38.8 | 18.4 | 17.0 | 15.1 | 19.8 | 21.4 | 30.1 | 28.6 | 30.7 | 16.9 | 24.2 | 16.9 |
| TR | NA | 0.11 | -0.15 | 0.06 | 0.03 | 0.1 | NA | 0.1 | -0.28 | -0.04 | 0.49 | 0.24 | -0.02 | 0.25 | 0.09 | 0.09 | 0.02 | 0.5 | 0.19 | 0.0 | 0.27 | 0.58 | -0.36 | 0.2 | 0.14 | 0.03 | -0.01 | 0.41 | -0.38 | 0.11 | 0.15 | 0.51 | 0.16 | 0.0 |
| Alpha(%) | NA | 0.01 | 0.03 | -0.02 | 0.0 | 0.01 | NA | 0.01 | 0.02 | -0.04 | 0.04 | -0.03 | 0.03 | 0.01 | 0.0 | 0.04 | -0.01 | 0.03 | 0.01 | 0.01 | -0.01 | 0.04 | 0.03 | 0.04 | 0.02 | -0.01 | -0.06 | -0.01 | -0.13 | 0.06 | 0.06 | 0.09 | 0.07 | NA |
| Beta(%) | NA | 1.13 | 1.1 | 1.04 | 1.02 | 1.01 | NA | 0.93 | 1.1 | 0.95 | 0.91 | 1.16 | 1.09 | 1.14 | 0.94 | 0.97 | 1.03 | 0.97 | 0.92 | 0.91 | 0.83 | 0.78 | 0.87 | 0.93 | 0.9 | 0.9 | 1.01 | 1.01 | 1.08 | 0.99 | 0.77 | 0.8 | 0.92 | NA |
| RS | NA | 0.85 | 0.75 | 0.79 | 0.82 | 0.82 | NA | 0.82 | 0.78 | 0.78 | 0.88 | 0.86 | 0.86 | 0.77 | 0.78 | 0.85 | 0.85 | 0.84 | 0.87 | 0.96 | 0.93 | 0.92 | 0.94 | 0.84 | 0.81 | 0.79 | 0.89 | 0.85 | 0.81 | 0.76 | 0.79 | 0.54 | 0.69 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/12/1997
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