Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BCMIX (THE BROWN CAPITAL MANAGEMENT MID COMPANY FUND INSTITUTIONAL SHARES) | NA | 106,346.22% | 743.04% | 299.99% | 108.23% | NA | NA | 89.89% |
Data as of 10/18/2024, AR inception is 12/20/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCMIX (THE BROWN CAPITAL MANAGEMENT MID COMPANY FUND INSTITUTIONAL SHARES) | 12/20/2011 | 10/18/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 106,346.22 | 743.04 | 299.99 | 108.23 | NA | NA | 89.89 | 90,218.01 | 27.49 | -45.79 | 11.33 | 37.61 | 44.58 | -4.17 | 19.54 | 0.88 | -10.82 | 7.26 | 28.21 | 11.15 | 0.88 |
| Sharpe Ratio | NA | 155.23 | 1.86 | 0.97 | 0.49 | NA | NA | 0.42 | 636.14 | 1.17 | -1.27 | 0.62 | 1.08 | 2.69 | -0.29 | 1.91 | 0.04 | -0.66 | 0.50 | 2.09 | 0.69 | 2.19 |
| Standard Deviation(%) | NA | 685.06 | 396.59 | 307.68 | 217.87 | NA | NA | 192.53 | 765.16 | 20.08 | 37.24 | 18.11 | 34.42 | 16.03 | 19.25 | 9.95 | 17.41 | 16.40 | 14.50 | 13.46 | 16.19 | 17.00 |
| Draw Down(%) | NA | 11.65 | 51.34 | 51.34 | 51.34 | NA | NA | 51.34 | 11.65 | 23.01 | 46.91 | 12.68 | 34.24 | 6.67 | 24.78 | 4.42 | 15.23 | 18.21 | 11.52 | 6.35 | 15.05 | 1.57 |
| Yield(%) | 0.00 | 112.75 | 21.16 | 21.66 | 12.30 | 11.68 | 8.76 | 14.60 | 98.02 | 0.00 | 0.00 | 0.00 | 0.00 | 6.37 | 10.01 | 20.91 | 5.23 | 43.93 | 7.14 | 0.00 | 1.92 | 0.00 |
Data as of 10/18/2024, AR inception is 12/20/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCMIX (THE BROWN CAPITAL MANAGEMENT MID COMPANY FUND INSTITUTIONAL SHARES) |
-13.08%
Jul 2021 - Jul 2024 |
1.84%
Sep 2018 - Sep 2023 |
3.39%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCMIX (THE BROWN CAPITAL MANAGEMENT MID COMPANY FUND INSTITUTIONAL SHARES) |
756.04%
Sep 2021 - Sep 2024 |
300.61%
Sep 2019 - Sep 2024 |
107.46%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart