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Brown Capital Mgmt Small Co Instl (BCSSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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70.53+0.62 (+0.89%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-3.01%
5-Year Average Return0.38%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (May 2, 2024)49.26%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return49.26%
Worst 3-Yr Total Return-10.72%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBCSSXCategory
YTD-6.27%12.40%
1-Month-6.72%3.37%
3-Month-3.81%4.88%
1-Year5.21%55.69%
3-Year-11.53%19.34%
5-Year-0.13%20.72%
10-Year7.82%13.98%
Last Bull Market20.25%27.85%
Last Bear Market-23.41%-24.06%

Annual Total Return (%) History

Year
BCSSXCategory
2024
N/AN/A
2023
19.37%N/A
2022
-37.90%N/A
2021
-3.98%N/A
2020
45.54%38.62%
2019
29.48%27.68%
2018
-0.47%-5.76%
2017
29.17%21.50%
2016
8.57%11.20%
2015
8.96%-2.41%
2014
2.40%2.44%
2013
49.26%40.91%
2012
17.72%13.15%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20240.48%N/AN/AN/A
20239.00%7.17%-6.09%8.81%
2022-14.14%-23.41%-2.69%-2.96%
2021-6.08%4.02%-2.49%0.79%
2020-15.42%36.52%5.35%19.64%
201919.52%7.31%-3.43%4.54%
20186.90%10.02%11.78%-24.29%
20178.91%8.24%3.89%5.46%
2016-5.41%7.41%8.43%-1.44%
20154.81%2.09%-6.80%9.26%
2014-2.27%0.96%-4.78%8.99%
201314.52%0.98%19.56%7.96%
201212.72%-2.72%4.67%2.56%

Rank In Category (By Total Return)

YTD96
1-Month56
3-Month99
1-Year88
3-Year88
5-Year97

Load Adjusted Returns

1-Year5.21%
3-Year-11.53%
5-Year-0.13%
10-Year7.82%