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Brown Capital Management Mid Co Inv (BCMSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.63-0.03 (-0.24%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.39%
5-year average return6.17%
Number of years up16
Number of years down5
Best 1-yr total return (13 Jun 2024)44.21%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return44.21%
Worst 3-yr total return-3.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBCMSXCategory
YTD-5.22%10.80%
1-month-1.96%4.43%
3-month-6.78%7.00%
1-year3.47%48.17%
3-year-5.90%21.26%
5-year7.07%20.18%
10-year6.70%14.07%
Last bull market32.03%27.14%
Last bear market-24.36%-21.26%

Annual total return (%) history

Year
BCMSXCategory
2024
N/AN/A
2023
27.14%N/A
2022
-37.12%N/A
2021
13.82%N/A
2020
40.79%39.26%
2019
44.21%32.52%
2018
-4.52%-6.65%
2017
19.33%23.91%
2016
0.52%6.03%
2015
-9.31%-0.95%
2014
7.06%7.00%
2013
27.67%34.93%
2012
10.88%14.07%
2011
-1.81%-3.96%
2010
27.04%24.61%
2009
42.19%39.11%
2008
-25.58%-43.77%
2007
11.60%15.09%
2006
5.16%9.00%
2005
8.55%9.84%
2004
6.35%13.23%
2003
34.03%35.96%
2002
N/A-27.24%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.15%N/AN/AN/A
202314.44%10.34%-11.74%14.08%
2022-16.86%-24.36%-5.16%5.43%
2021-0.63%9.67%1.52%2.88%
2020-17.55%38.21%6.12%16.43%
201922.84%8.42%0.40%7.83%
20182.95%3.40%10.04%-18.50%
20176.92%2.61%1.15%7.55%
2016-2.14%-1.84%1.78%2.81%
20154.46%-0.79%-11.04%-1.63%
20145.90%0.04%-2.49%3.64%
20139.84%1.60%9.41%4.57%
201213.57%-9.01%5.61%1.60%
20119.39%-2.06%-17.73%11.40%
20106.65%-7.38%12.16%14.66%
2009-4.82%22.52%15.98%5.14%
2008-10.57%5.71%-8.91%-13.59%
20073.03%6.24%4.75%-2.67%
20068.03%-7.31%0.95%4.03%
2005-0.98%2.75%0.82%5.82%
20041.54%1.45%-5.99%9.82%
2003-1.91%15.86%6.21%11.04%
20024.80%N/AN/AN/A

Rank in category (by total return)

YTD98
1-month99
3-month97
1-year100
3-year87
5-year86

Load adjusted returns

1-year3.47%
3-year-5.90%
5-year7.07%
10-year6.70%