Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BCISX (THE BROWN CAPITAL MANAGEMENT INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES) | 12.03% | 9.05% | 11.85% | 3.97% | 5.00% | NA | NA | 5.28% |
Data as of 07/23/2025, AR inception is 08/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCISX (THE BROWN CAPITAL MANAGEMENT INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES) | 08/04/2014 | 07/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.11 | 9.05 | 11.85 | 3.97 | 5.00 | NA | NA | 5.28 | 12.03 | -0.59 | 28.64 | -31.25 | 7.75 | 24.78 | 21.99 | -11.79 | 23.88 | -6.12 | 7.62 | -6.16 |
| Sharpe Ratio | NA | 0.27 | 0.45 | 0.10 | 0.20 | NA | NA | 0.20 | 0.81 | -0.19 | 1.77 | -1.26 | 0.57 | 1.08 | 2.11 | -1.11 | 3.38 | -0.44 | 0.57 | -1.44 |
| Standard Deviation(%) | NA | 18.16 | 20.46 | 19.68 | 17.11 | NA | NA | 16.69 | 21.36 | 22.60 | 14.22 | 26.08 | 13.59 | 22.62 | 9.71 | 11.88 | 6.89 | 14.47 | 13.28 | 9.95 |
| Draw Down(%) | NA | 18.96 | 20.23 | 43.06 | 43.06 | NA | NA | 43.06 | 18.96 | 15.52 | 14.20 | 39.70 | 11.30 | 28.16 | 6.05 | 17.65 | 3.75 | 11.38 | 12.80 | 11.53 |
| Yield(%) | 0.00 | 0.00 | 0.38 | 1.00 | 1.17 | 0.82 | 0.62 | 1.23 | 0.00 | 0.00 | 0.00 | 0.81 | 0.67 | 3.59 | 1.01 | 0.88 | 1.12 | 1.94 | 0.65 | 0.29 |
Data as of 07/23/2025, AR inception is 08/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCISX (THE BROWN CAPITAL MANAGEMENT INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES) |
-4.60%
Oct 2021 - Oct 2024 |
-1.44%
Sep 2017 - Sep 2022 |
3.84%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCISX (THE BROWN CAPITAL MANAGEMENT INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES) |
17.93%
Dec 2018 - Dec 2021 |
12.81%
Oct 2016 - Oct 2021 |
5.44%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart