Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BCMSX (THE BROWN CAPITAL MANAGEMENT MID COMPANY FUND INVESTOR SHARES) | NA | 64,581.21% | 610.10% | 260.39% | 97.41% | 63.58% | 45.42% | 41.88% |
Data as of 10/18/2024, AR inception is 10/18/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCMSX (THE BROWN CAPITAL MANAGEMENT MID COMPANY FUND INVESTOR SHARES) | 10/18/2002 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 64,581.21 | 610.10 | 260.39 | 97.41 | 63.58 | 45.42 | 41.88 | 54,788.45 | 27.14 | -46.44 | 10.92 | 37.07 | 44.22 | -4.41 | 19.30 | 0.56 | -11.04 | 6.95 | 27.67 | 10.88 | -1.81 | 27.04 | 41.09 | -27.90 | 4.62 | -5.79 | 2.58 | 5.14 | 29.96 | -0.85 |
| Sharpe Ratio | NA | 101.63 | 1.65 | 0.90 | 0.48 | NA | NA | 0.30 | 368.43 | 1.15 | -1.28 | 0.60 | 1.06 | 2.68 | -0.30 | 1.89 | 0.02 | -0.67 | 0.48 | 2.05 | 0.68 | -0.07 | 1.41 | 1.50 | -0.59 | 0.09 | -0.49 | 0.03 | 0.27 | 1.47 | -0.22 |
| Standard Deviation(%) | NA | 635.36 | 367.96 | 285.54 | 202.19 | NA | NA | 137.41 | 709.65 | 20.11 | 37.60 | 18.15 | 34.49 | 15.99 | 19.15 | 9.92 | 17.31 | 16.46 | 14.56 | 13.47 | 16.17 | 28.11 | 19.15 | 27.41 | 49.08 | 19.14 | 18.59 | 14.06 | 15.33 | 19.90 | 23.35 |
| Draw Down(%) | NA | 11.74 | 52.03 | 52.03 | 52.03 | NA | NA | 52.03 | 11.74 | 23.12 | 47.58 | 12.83 | 34.31 | 6.59 | 24.77 | 4.39 | 15.34 | 18.41 | 11.68 | 6.33 | 15.10 | 24.41 | 13.82 | 21.52 | 41.50 | 13.56 | 17.65 | 8.78 | 15.34 | 12.31 | 6.55 |
| Yield(%) | 0.00 | 112.56 | 20.77 | 21.15 | 12.03 | 14.22 | 11.87 | 13.28 | 97.89 | 0.00 | 0.00 | 0.00 | 0.00 | 6.66 | 10.39 | 21.50 | 5.35 | 44.36 | 7.19 | 0.00 | 1.92 | 0.12 | 0.50 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/18/2024, AR inception is 10/18/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCMSX (THE BROWN CAPITAL MANAGEMENT MID COMPANY FUND INVESTOR SHARES) |
-16.44%
Feb 2006 - Feb 2009 |
-8.27%
Feb 2004 - Feb 2009 |
2.99%
Oct 2013 - Oct 2023 |
5.02%
Dec 2003 - Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCMSX (THE BROWN CAPITAL MANAGEMENT MID COMPANY FUND INVESTOR SHARES) |
620.94%
Sep 2021 - Sep 2024 |
260.97%
Sep 2019 - Sep 2024 |
96.66%
Sep 2014 - Sep 2024 |
64.62%
Aug 2009 - Aug 2024 |
Annualized Rolling Returns Comparison Chart