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Brown Capital Mgmt Small Co Instl (BCSSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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69.91+0.96 (+1.39%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.86%
5-year average return0.61%
Number of years up9
Number of years down3
Best 1-yr total return (1 May 2024)49.26%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return49.26%
Worst 3-yr total return-10.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBCSSXCategory
YTD0.48%12.40%
1-month0.61%3.37%
3-month0.48%4.88%
1-year10.04%55.69%
3-year-8.69%19.34%
5-year2.43%20.72%
10-year7.94%13.98%
Last bull market21.22%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)

YTD99
1-month95
3-month99
1-year87
3-year90
5-year97

Load adjusted returns

1-year10.04%
3-year-8.69%
5-year2.43%
10-year7.94%