Find A Portfolio/Ticker
Comparison Box
BCSSX: THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 49.79 0.28(0.57%) July 25
See more info about BCSSXAsset Class: | Small Growth |
MyPlanIQ Rating: | (6%) |
Start Date: | 12/20/2011 |
Last Dividend Date: | 12/09/2024 |
12-Mo. Yield | 37.85% |
Expenses | 1.25% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 07/24/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/20/2011 | 2024 | 2023 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) ? | 2.0 | -7.9 | 2.4 | 1.2 | -2.9 | 6.5 | 10.0 | -25.7 | 8.7 |
Sharpe Ratio ? | NA | -0.72 | -0.07 | 0.01 | -0.18 | 0.19 | 0.37 | -0.6 | 0.18 |
Draw Down(%) ? | NA | 29.4 | 31.3 | 31.3 | 48.3 | 48.3 | 48.3 | 37.6 | 22.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/20/2011
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Small Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- PENNX (ROYCE PENNSYLVANIA MUTUAL FUND INVESTMENT CLASS) 0.87% (100%)
- VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) 0.71% (100%)
- APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) 1.04% (99%)
- RVPHX (ROYCE SMALLER-COMPANIES GROWTH FUND INVESTMENT CLASS) 0.70% (98%)
- RVPIX (ROYCE SMALLER-COMPANIES GROWTH FUND INSTITUTIONAL CLASS) 0.69% (98%)
- RYPCX (ROYCE PENNSYLVANIA MUTUAL FUND CONSULTANT CLASS) 0.72% (98%)
- RYPFX (ROYCE PENNSYLVANIA MUTUAL FUND SERVICE CLASS) 0.77% (97%)
- RYVPX (ROYCE SMALLER-COMPANIES GROWTH FUND SERVICE CLASS) 0.61% (97%)
- BCSIX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INVESTOR SHARES) 0.56% (97%)
- LADYX (LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I) 1.17% (97%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth ETF) 0.57% (99%)
- IWO (iShares Russell 2000 Growth ETF) 0.42% (99%)
- RZG (Invesco S&P Smallcap 600 Pure Growth ETF) 0.54% (99%)
- VBK (Vanguard Small-Cap Growth ETF) 0.80% (98%)
- VTWG (Vanguard Russell 2000 Growth ETF) 0.49% (26%)
- VIOG (Vanguard S&P Small-Cap 600 Growth ETF) 0.46% (25%)
- FYC (First Trust Small Cap Growth AlphaDEX Fund) 0.26% (23%)