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Brown Capital Mgmt Intl Sm Co Inv (BCSVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.75+0.15 (+0.69%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.17%
5-year average return5.92%
Number of years up6
Number of years down2
Best 1-yr total return (29 Apr 2024)44.75%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return44.75%
Worst 3-yr total return-2.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBCSVXCategory
YTD1.11%7.70%
1-month0.13%0.28%
3-month1.11%7.17%
1-year14.14%42.00%
3-year-1.44%13.14%
5-year7.65%14.91%
10-year0.00%9.64%
Last bull market36.82%19.05%
Last bear market-18.05%-21.47%

Annual total return (%) history

Year
BCSVXCategory
2024
N/AN/A
2023
20.04%N/A
2022
-31.56%N/A
2021
12.72%N/A
2020
44.75%28.40%
2019
26.41%27.78%
2018
-3.39%-18.34%
2017
36.98%36.19%
2016
2.27%-2.98%
2015
N/A7.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.11%N/AN/AN/A
20236.34%6.57%-9.83%17.48%
2022-19.55%-18.05%-9.30%14.46%
2021-2.19%8.11%3.66%2.83%
2020-17.23%31.32%11.36%19.58%
201918.53%4.00%-4.65%7.55%
201810.83%2.83%2.99%-17.69%
20178.84%10.00%6.76%7.17%
2016-3.91%5.53%10.20%-8.48%
20157.30%N/AN/AN/A

Rank in category (by total return)

YTD63
1-month88
3-month63
1-year20
3-year21
5-year17

Load adjusted returns

1-year14.14%
3-year-1.44%
5-year7.65%
10-yearN/A