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Brown Capital Mgmt Intl All Com Inv (BCIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.68+0.13 (+0.79%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.66%
5-year average return4.62%
Number of years up15
Number of years down9
Best 1-yr total return (5 May 2024)38.84%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return38.84%
Worst 3-yr total return-2.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBCIIXCategory
YTD-3.45%7.01%
1-month-6.41%0.44%
3-month-2.82%6.77%
1-year10.05%34.50%
3-year-3.80%13.81%
5-year3.88%13.83%
10-year3.70%8.22%
Last bull market27.26%17.48%
Last bear market-18.62%-22.43%

Annual total return (%) history

Year
BCIIXCategory
2024
N/AN/A
2023
28.36%N/A
2022
-31.37%N/A
2021
7.46%N/A
2020
24.49%25.48%
2019
21.58%27.83%
2018
-11.98%-14.08%
2017
23.62%30.87%
2016
-6.41%-2.14%
2015
7.31%0.95%
2014
-1.59%-3.92%
2013
27.35%18.58%
2012
19.83%17.70%
2011
-16.12%-12.30%
2010
5.59%14.78%
2009
38.84%38.02%
2008
-47.31%-46.56%
2007
6.86%16.26%
2006
31.78%23.95%
2005
8.64%15.23%
2004
21.39%16.23%
2003
39.36%33.83%
2002
-23.89%-19.15%
2001
-16.38%-24.05%
2000
-0.11%-21.04%
1999
N/A49.56%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.16%N/AN/AN/A
20239.17%4.76%-5.41%18.66%
2022-16.70%-18.62%-9.64%12.03%
2021-3.05%8.51%1.21%0.92%
2020-14.24%19.17%10.33%10.39%
201910.74%4.30%-1.75%7.13%
2018-1.55%1.58%1.97%-13.68%
20177.09%7.03%2.94%4.77%
2016-1.35%-3.95%3.44%-4.51%
20157.40%-0.08%-6.42%6.85%
20145.27%2.07%-5.06%-3.53%
20138.72%-0.29%10.17%6.63%
201213.25%-7.28%7.98%5.69%
20113.51%0.50%-21.65%2.92%
20103.42%-11.89%11.74%3.70%
2009-11.78%28.60%17.15%4.47%
2008-13.30%-4.71%-18.23%-22.01%
20072.77%4.02%0.81%-0.85%
200611.57%0.92%4.20%12.32%
20051.11%-2.28%8.23%1.60%
20046.33%-0.49%0.49%14.16%
2003-8.54%23.10%7.84%14.78%
2002-0.43%-7.08%-23.81%7.97%
2001-10.99%3.30%-19.44%12.90%
20005.43%-1.18%-3.42%-0.73%
1999-1.99%14.28%N/AN/A

Rank in category (by total return)

YTD97
1-month90
3-month97
1-year29
3-year60
5-year75

Load adjusted returns

1-year10.05%
3-year-3.80%
5-year3.88%
10-year3.70%