It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
BCSSX: THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 23.01 0.46(1.96%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (6%) |
| Start Date: | 12/20/2011 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 49.57% |
| Expenses | 1.25% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | -7.1 | -10.6 | -2.2 | -7.0 | 5.1 | 8.4 | -12.2 | 9.1 | 19.4 | -37.8 | -4.1 | 45.5 | 29.5 | -0.4 | 29.2 | 8.6 | 8.8 | 2.3 | 49.3 | 17.7 | -1.4 |
| Sharpe Ratio | NA | -0.69 | -0.6 | -0.21 | -0.34 | 0.13 | 0.31 | -0.62 | 0.19 | 0.69 | -1.03 | -0.18 | 1.24 | 1.42 | -0.08 | 2.14 | 0.45 | 0.52 | 0.13 | 3.22 | 1.06 | -2.09 |
| Draw Down(%) | NA | 24.6 | 26.8 | 36.5 | 48.8 | 52.2 | 52.2 | 29.4 | 12.3 | 22.0 | 40.2 | 22.1 | 31.5 | 9.7 | 33.0 | 5.5 | 17.2 | 11.8 | 14.2 | 6.3 | 11.2 | 2.1 |
| Standard Deviation(%) | NA | 26.4 | 22.3 | 25.7 | 28.0 | 26.0 | 23.6 | 24.3 | 28.8 | 23.0 | 38.1 | 22.4 | 36.4 | 19.8 | 22.7 | 13.4 | 18.4 | 16.8 | 17.5 | 15.3 | 16.9 | 19.0 |
| Treynor Ratio | NA | -0.31 | -0.19 | -0.06 | -0.1 | 0.04 | 0.07 | -0.17 | 0.06 | 0.15 | -0.35 | -0.04 | 0.5 | 0.24 | -0.02 | 0.25 | 0.09 | 0.09 | 0.02 | 0.51 | 0.19 | -0.38 |
| Alpha | NA | -0.13 | -0.11 | -0.06 | -0.04 | -0.02 | -0.01 | -0.08 | -0.01 | -0.01 | -0.03 | -0.04 | 0.04 | -0.02 | 0.03 | 0.01 | -0.01 | 0.04 | -0.01 | 0.04 | 0.01 | -0.27 |
| Beta | NA | 0.6 | 0.71 | 0.89 | 0.99 | 0.99 | 0.98 | 0.92 | 0.96 | 1.05 | 1.11 | 0.98 | 0.9 | 1.16 | 1.09 | 1.14 | 0.98 | 0.98 | 1.03 | 0.97 | 0.92 | 1.05 |
| RSquared | NA | 0.26 | 0.4 | 0.54 | 0.7 | 0.76 | 0.78 | 0.82 | 0.38 | 0.8 | 0.91 | 0.84 | 0.88 | 0.86 | 0.86 | 0.77 | 0.87 | 0.85 | 0.85 | 0.84 | 0.87 | 0.88 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 43.8 | 37.6 | 9.8 | 6.5 | 8.1 | 9.7 | 10.2 | 6.3 | 7.1 | 5.8 | 9.2 | 5.3 | 2.3 | 1.8 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | -11.7 | 309.2 | -16.0 | -28.3 | 9.2 | 16.5 | 49.6 | 7.6 | 30.3 | -37.7 | 67.0 | 226.7 | 47.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/19/2011
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Small Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- PENNX (ROYCE PENNSYLVANIA MUTUAL FUND INVESTMENT CLASS) (100%)
- VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) (100%)
- APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) (99%)
- RVPHX (ROYCE SMALLER-COMPANIES GROWTH FUND INVESTMENT CLASS) (98%)
- RVPIX (ROYCE SMALLER-COMPANIES GROWTH FUND INSTITUTIONAL CLASS) (98%)
- RYPCX (ROYCE PENNSYLVANIA MUTUAL FUND CONSULTANT CLASS) (98%)
- RYPFX (ROYCE PENNSYLVANIA MUTUAL FUND SERVICE CLASS) (97%)
- RYVPX (ROYCE SMALLER-COMPANIES GROWTH FUND SERVICE CLASS) (97%)
- BCSIX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INVESTOR SHARES) (97%)
- LADYX (LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I) (97%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth ETF) 1.89% (99%)
- IWO (iShares Russell 2000 Growth ETF) 4.34% (99%)
- RZG (Invesco S&P Smallcap 600 Pure Growth ETF) 1.56% (99%)
- VBK (Vanguard Small-Cap Growth ETF) 4.03% (98%)
- VTWG (Vanguard Russell 2000 Growth ETF) 4.27% (26%)
- VIOG (Vanguard S&P Small-Cap 600 Growth ETF) 2.08% (25%)
- FYC (First Trust Small Cap Growth AlphaDEX Fund) 3.72% (23%)
Latest Articles Related to BCSSX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
