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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
BCSSX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INSTITUTIONAL SHARES) -9.70% 2.42% 2.14% -2.20% 6.37% NA NA 10.27%
Data as of 07/11/2025, AR inception is 12/20/2011
More Performance Analytics Comparison
Name Start Date End Date
BCSSX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INSTITUTIONAL SHARES) 12/20/2011 07/11/2025
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 2013 2012 2011
Annualized Return (%) -1.67 2.42 2.14 -2.20 6.37 NA NA 10.27 -9.70 -25.69 8.67 -44.26 -12.22 35.14 29.49 -0.37 29.16 8.57 8.79 2.33 49.26 17.72 -1.40
Sharpe Ratio NA 0.18 0.02 -0.15 0.21 NA NA 0.38 -0.58 -0.60 0.18 -1.17 -0.50 0.93 1.42 -0.07 2.15 0.45 0.52 0.13 3.22 1.06 -2.09
Standard Deviation(%) NA 26.66 28.08 28.31 25.77 NA NA 23.69 28.69 53.51 24.80 39.04 24.48 37.28 19.77 22.75 13.35 18.43 16.83 17.50 15.28 16.86 19.02
Draw Down(%) NA 31.31 31.31 48.26 48.26 NA NA 48.26 29.42 37.59 21.99 46.43 24.48 31.48 9.70 33.05 5.47 17.23 11.80 14.15 6.29 11.25 2.09
Yield(%) 0.00 38.22 16.60 10.71 11.75 14.70 11.03 16.96 0.00 37.60 9.79 6.53 8.11 9.74 10.15 6.25 7.07 5.81 9.16 5.34 2.29 1.83 0.00
Data as of 07/11/2025, 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
BCSSX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INSTITUTIONAL SHARES) -11.91%
Jan 2021 - Jan 2024
-2.21%
Jun 2020 - Jun 2025
5.86%
Apr 2015 - Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCSSX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INSTITUTIONAL SHARES) 26.22%
Sep 2015 - Sep 2018
24.65%
Jan 2016 - Jan 2021
14.73%
Jan 2012 - Jan 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart