BCSIX vs. VBK

In the year-to-date period, BCSIX achieves a -0.28% return, which is significantly lower than VBK's 0.95% return. Over the past 10 years, BCSIX has underperformed VBK with an annualized return of -3.10%, while VBK has yielded a comparatively higher 9.35% annualized return.

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BCSIX has a 1.25% expense ratio, which is higher than VBK's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Brown Capital Management Small Company Fund (BCSIX) and Vanguard Small-Cap Growth ETF (VBK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current BCSIX Sharpe Ratio is -0.59, which is lower than the VBK Sharpe Ratio of 1.15. The chart below compares the historical Sharpe Ratios of BCSIX and VBK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BCSIX has not paid dividends to shareholders, while VBK's dividend yield for the trailing twelve months is around 0.53%.

The maximum BCSIX drawdown since its inception was -65.88%, which is greater than VBK's maximum drawdown of -58.69%. Use the drawdown chart below to compare losses from any high point for BCSIX and VBK. For additional features, visit the drawdowns tool.

Brown Capital Management Small Company Fund (BCSIX) and Vanguard Small-Cap Growth ETF (VBK) have volatilities of 5.77% and 6.05%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.