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Brown Capital Mgmt Intl Sm Co Instl (BCSFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.38+0.15 (+0.67%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.70%
5-year average return6.22%
Number of years up6
Number of years down2
Best 1-yr total return (2 May 2024)45.08%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return45.08%
Worst 3-yr total return-2.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBCSFXCategory
YTD-4.09%7.70%
1-month-5.16%0.28%
3-month-2.60%7.17%
1-year5.76%42.00%
3-year-4.85%13.14%
5-year6.18%14.91%
10-year0.00%9.64%
Last bull market27.19%19.05%
Last bear market-18.01%-21.47%

Annual total return (%) history

Year
BCSFXCategory
2024
N/AN/A
2023
20.37%N/A
2022
-31.42%N/A
2021
12.97%N/A
2020
45.08%28.40%
2019
26.78%27.78%
2018
-3.17%-18.34%
2017
37.31%36.19%
2016
2.64%-2.98%
2015
N/A7.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.13%N/AN/AN/A
20236.49%6.58%-9.77%17.54%
2022-19.52%-18.01%-9.24%14.52%
2021-2.12%8.15%3.71%2.89%
2020-17.20%31.37%11.43%19.71%
201918.58%4.08%-4.55%7.62%
201810.90%2.87%3.03%-17.62%
20178.90%10.04%6.88%7.20%
2016-3.82%5.72%10.17%-8.37%
20157.30%N/AN/AN/A

Rank in category (by total return)

YTD69
1-month87
3-month88
1-year33
3-year28
5-year15

Load adjusted returns

1-year5.76%
3-year-4.85%
5-year6.18%
10-yearN/A