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BCMSX: THE BROWN CAPITAL MANAGEMENT MID COMPANY FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/18/2002 |
| Last Dividend Date: | 08/12/2024 |
| 12-Mo. Yield | 112.56% |
| Expenses | 1.15% |
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Performance Analytics (As of 10/18/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/18/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 64581.2 | 610.1 | 260.4 | 97.6 | 63.7 | 45.4 | 41.9 | 54788.4 | 27.1 | -46.4 | 10.9 | 37.1 | 44.2 | -4.4 | 19.3 | 0.6 | -11.0 | 7.0 | 27.7 | 10.9 | -1.8 | 27.0 | 41.1 | -27.9 | 4.6 | -5.8 | 2.6 | 5.1 | 30.0 | -0.9 |
| Sharpe Ratio | NA | 101.63 | 1.65 | 0.9 | 0.48 | NA | NA | 0.3 | 368.43 | 1.15 | -1.28 | 0.6 | 1.06 | 2.68 | -0.3 | 1.89 | 0.02 | -0.67 | 0.48 | 2.05 | 0.68 | -0.07 | 1.41 | 1.5 | -0.59 | 0.09 | -0.49 | 0.03 | 0.27 | 1.47 | -0.22 |
| Draw Down(%) | NA | 11.7 | 52.0 | 52.0 | 52.0 | NA | NA | 52.0 | 11.7 | 23.1 | 47.6 | 12.8 | 34.3 | 6.6 | 24.8 | 4.4 | 15.3 | 18.4 | 11.7 | 6.3 | 15.1 | 24.4 | 13.8 | 21.5 | 41.5 | 13.6 | 17.7 | 8.8 | 15.3 | 12.3 | 6.6 |
| Standard Deviation(%) | NA | 635.4 | 368.0 | 285.5 | 202.2 | NA | NA | 137.4 | 709.6 | 20.1 | 37.6 | 18.1 | 34.5 | 16.0 | 19.2 | 9.9 | 17.3 | 16.5 | 14.6 | 13.5 | 16.2 | 28.1 | 19.2 | 27.4 | 49.1 | 19.1 | 18.6 | 14.1 | 15.3 | 19.9 | 23.4 |
| Treynor Ratio | NA | -5.29 | -0.47 | -0.37 | -0.2 | NA | NA | -0.27 | -17.55 | 0.21 | -0.47 | 0.12 | 0.41 | 0.39 | -0.06 | 0.17 | 0.0 | -0.11 | 0.07 | 0.28 | 0.12 | -0.02 | 0.32 | 0.46 | -0.3 | 0.02 | -0.09 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 237.81 | 75.77 | 45.86 | 22.99 | NA | NA | 10.42 | 290.28 | 0.01 | -0.1 | -0.03 | 0.02 | 0.02 | 0.01 | -0.01 | -0.02 | -0.04 | -0.02 | -0.01 | -0.01 | 0.01 | 0.01 | 0.01 | 0.12 | -0.04 | -0.05 | NA | NA | NA | NA |
| Beta | NA | -122.01 | -13.04 | -7.01 | -4.8 | NA | NA | -1.53 | -148.95 | 1.1 | 1.02 | 0.94 | 0.9 | 1.09 | 1.0 | 1.09 | 0.99 | 1.0 | 1.01 | 0.97 | 0.95 | 0.97 | 0.84 | 0.9 | 0.96 | 1.01 | 1.02 | NA | NA | NA | NA |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.85 | 0.78 | 0.89 | 0.86 | 0.89 | 0.9 | 0.81 | 0.82 | 0.91 | 0.91 | 0.91 | 0.9 | 0.96 | 0.94 | 0.95 | 0.75 | 0.83 | 0.14 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 112.6 | 20.8 | 21.2 | 12.0 | 14.2 | 11.9 | N/A | 97.9 | 0.0 | 0.0 | 0.0 | 0.0 | 6.7 | 10.4 | 21.5 | 5.4 | 44.4 | 7.2 | 0.0 | 1.9 | 0.1 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | 620.9 | -23.1 | 6662.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -46.1 | -53.0 | 295.9 | -94.6 | 520.4 | N/A | -100.0 | 1509.1 | -70.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/18/2002
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