Performance Comparison
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) | -7.48% | 7.89% | 2.97% | -2.47% | 6.71% | NA | NA | 10.48% |
Data as of 07/10/2025, 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 | 07/10/2025 |
| 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 (%) | -0.54 | 7.89 | 2.97 | -2.47 | 6.71 | NA | NA | 10.48 | -7.48 | -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 | 39.30 | 16.60 | 10.30 | 11.84 | 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 07/10/2025, 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