Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCSIX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INVESTOR SHARES) | -5.34% | -8.63% | -1.81% | -6.81% | 5.00% | 7.60% | 8.67% | … | … |
Data as of 06/04/2026, Common starting date is 05/09/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCSIX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INVESTOR SHARES) | 05/09/1997 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.49 | -8.63 | -1.81 | -6.81 | 5.00 | 7.60 | 8.67 | … | … | -5.34 | -12.48 | 8.84 | 19.16 | -37.85 | -4.26 | 45.23 | 29.22 | -0.57 | 28.90 | 8.34 | 8.58 | 2.12 | 48.99 | 17.47 | 0.11 | 22.56 | 45.57 | -30.13 | 20.96 | 15.67 | 4.83 | 0.24 | 41.71 | -40.34 | 13.33 | 15.30 | 44.02 | 18.40 | 15.78 |
| Sharpe Ratio | NA | -0.43 | -0.20 | -0.36 | 0.14 | NA | NA | … | … | -0.65 | -0.63 | 0.26 | 0.68 | -1.03 | -0.19 | 1.23 | 1.40 | -0.09 | 2.13 | 0.44 | 0.51 | 0.12 | 3.20 | 1.04 | 0.00 | 1.09 | 1.70 | -0.80 | 0.97 | 0.73 | 0.17 | -0.04 | 1.92 | -1.38 | 0.39 | 0.36 | 2.40 | 0.62 | 1.29 |
| Standard Deviation(%) | NA | 22.04 | 22.69 | 26.40 | 25.16 | NA | NA | … | … | 26.06 | 24.35 | 20.27 | 23.05 | 38.12 | 22.42 | 36.44 | 19.77 | 22.75 | 13.34 | 18.49 | 16.82 | 17.50 | 15.28 | 16.83 | 29.93 | 20.67 | 26.78 | 38.77 | 18.46 | 16.95 | 15.08 | 19.79 | 21.36 | 30.06 | 28.61 | 30.72 | 16.93 | 24.22 | 16.90 |
| Draw Down(%) | NA | 26.97 | 36.79 | 49.34 | 52.70 | NA | NA | … | … | 24.63 | 29.46 | 12.40 | 22.04 | 40.27 | 22.14 | 31.50 | 9.73 | 33.08 | 5.48 | 17.27 | 11.84 | 14.20 | 6.29 | 11.27 | 25.70 | 14.29 | 20.79 | 43.75 | 7.77 | 17.02 | 13.93 | 25.87 | 13.75 | 51.34 | 29.80 | 32.64 | 13.48 | 31.97 | 10.67 |
| Yield(%) | 0.00 | 51.29 | 25.84 | 12.45 | 14.93 | 17.16 | 19.36 | … | … | 0.00 | 46.68 | 39.15 | 10.13 | 6.73 | 8.32 | 9.95 | 10.34 | 6.35 | 7.16 | 5.86 | 9.22 | 5.36 | 2.29 | 1.83 | 0.00 | 0.53 | 0.00 | 0.94 | 11.55 | 11.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.73 | 6.37 | 9.99 | 1.25 | 1.47 |
Data as of 06/04/2026, Common starting date is 05/09/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCSIX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INVESTOR SHARES) |
-15.78%
Feb 2000 – Feb 2003 |
-10.41%
Mar 2021 – Mar 2026 |
2.45%
Feb 2000 – Feb 2010 |
6.32%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCSIX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INVESTOR SHARES) |
30.45%
Feb 2009 – Feb 2012 |
28.94%
Feb 2009 – Feb 2014 |
20.75%
Feb 2009 – Feb 2019 |
15.63%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart