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Brown Capital Management Mid Co Instl (BCMIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.76-0.02 (-0.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.03%
5-year average return6.35%
Number of years up9
Number of years down3
Best 1-yr total return (27 Jun 2024)44.56%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return44.56%
Worst 3-yr total return-2.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBCMIXCategory
YTD-5.14%10.80%
1-month-1.97%4.43%
3-month-6.79%7.00%
1-year3.70%48.17%
3-year-5.67%21.26%
5-year7.34%20.18%
10-year6.97%14.07%
Last bull market32.12%27.14%
Last bear market-24.30%-21.26%

Annual total return (%) history

Year
BCMIXCategory
2024
N/AN/A
2023
27.49%N/A
2022
-36.98%N/A
2021
14.09%N/A
2020
41.16%39.26%
2019
44.56%32.52%
2018
-4.27%-6.65%
2017
19.58%23.91%
2016
0.85%6.03%
2015
-9.15%-0.95%
2014
7.37%7.00%
2013
28.21%34.93%
2012
11.15%14.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.21%N/AN/AN/A
202314.56%10.35%-11.58%14.07%
2022-16.80%-24.30%-5.10%5.45%
2021-0.60%9.77%1.54%2.97%
2020-17.46%38.25%6.15%16.55%
201922.99%8.38%0.54%7.86%
20183.02%3.45%10.17%-18.46%
20176.99%2.61%1.19%7.64%
2016-2.09%-1.71%1.83%2.91%
20154.49%-0.71%-11.02%-1.58%
20145.94%0.15%-2.43%3.72%
20139.92%1.69%9.64%4.62%
201213.62%-8.96%5.71%1.65%

Rank in category (by total return)

YTD98
1-month99
3-month97
1-year100
3-year86
5-year84

Load adjusted returns

1-year3.70%
3-year-5.67%
5-year7.34%
10-year6.97%