BCSSX vs. NEAIX
Compare and contrast key facts about Brown Capital Management Small Company Fund Institutional Shares (BCSSX) and Needham Aggressive Growth Fund Institutional Class (NEAIX).
BCSSX is an actively managed fund by Brown Capital Management. It was launched on Jul 23, 1992. NEAIX is an actively managed fund by Needham. It was launched on Dec 30, 2016.
Performance
BCSSX vs. NEAIX - Performance Comparison
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BCSSX vs. NEAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BCSSX Brown Capital Management Small Company Fund Institutional Shares | -21.93% | -54.18% | 10.05% | 19.40% | -37.77% | -4.06% | 45.51% | 29.49% | -0.37% | 28.01% |
NEAIX Needham Aggressive Growth Fund Institutional Class | 7.37% | 26.99% | 14.86% | 38.37% | -27.02% | 38.46% | 52.49% | 44.68% | -15.64% | 10.07% |
Returns By Period
In the year-to-date period, BCSSX achieves a -21.93% return, which is significantly lower than NEAIX's 7.37% return.
BCSSX
- 1D
- 0.62%
- 1M
- -8.95%
- YTD
- -21.93%
- 6M
- -60.26%
- 1Y
- -57.41%
- 3Y*
- -24.45%
- 5Y*
- -21.47%
- 10Y*
- -2.48%
NEAIX
- 1D
- -3.89%
- 1M
- -9.47%
- YTD
- 7.37%
- 6M
- 10.73%
- 1Y
- 55.63%
- 3Y*
- 25.66%
- 5Y*
- 15.35%
- 10Y*
- —
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BCSSX vs. NEAIX - Expense Ratio Comparison
BCSSX has a 1.12% expense ratio, which is lower than NEAIX's 1.20% expense ratio.
Return for Risk
BCSSX vs. NEAIX — Risk / Return Rank
BCSSX
NEAIX
BCSSX vs. NEAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown Capital Management Small Company Fund Institutional Shares (BCSSX) and Needham Aggressive Growth Fund Institutional Class (NEAIX). 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.
| BCSSX | NEAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.06 | 1.89 | -2.95 |
Sortino ratioReturn per unit of downside risk | -1.27 | 2.45 | -3.72 |
Omega ratioGain probability vs. loss probability | 0.66 | 1.34 | -0.67 |
Calmar ratioReturn relative to maximum drawdown | -0.95 | 3.57 | -4.51 |
Martin ratioReturn relative to average drawdown | -2.00 | 12.81 | -14.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BCSSX | NEAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.06 | 1.89 | -2.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.50 | 0.64 | -1.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.07 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.72 | -0.64 |
Correlation
The correlation between BCSSX and NEAIX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BCSSX vs. NEAIX - Dividend Comparison
BCSSX has not paid dividends to shareholders, while NEAIX's dividend yield for the trailing twelve months is around 1.88%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCSSX Brown Capital Management Small Company Fund Institutional Shares | 0.00% | 0.00% | 49.47% | 8.99% | 11.63% | 9.04% | 7.27% | 8.43% | 6.72% | 5.85% | 5.48% | 9.07% |
NEAIX Needham Aggressive Growth Fund Institutional Class | 1.88% | 2.01% | 0.00% | 0.00% | 0.00% | 6.84% | 3.80% | 10.42% | 16.35% | 5.14% | 0.00% | 0.00% |
Drawdowns
BCSSX vs. NEAIX - Drawdown Comparison
The maximum BCSSX drawdown since its inception was -76.82%, which is greater than NEAIX's maximum drawdown of -35.93%. Use the drawdown chart below to compare losses from any high point for BCSSX and NEAIX.
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Drawdown Indicators
| BCSSX | NEAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.82% | -35.93% | -40.89% |
Max Drawdown (1Y)Largest decline over 1 year | -61.79% | -13.98% | -47.81% |
Max Drawdown (5Y)Largest decline over 5 years | -76.82% | -35.93% | -40.89% |
Max Drawdown (10Y)Largest decline over 10 years | -76.82% | — | — |
Current DrawdownCurrent decline from peak | -76.68% | -11.55% | -65.13% |
Average DrawdownAverage peak-to-trough decline | -15.91% | -8.73% | -7.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 29.32% | 3.89% | +25.43% |
Volatility
BCSSX vs. NEAIX - Volatility Comparison
The current volatility for Brown Capital Management Small Company Fund Institutional Shares (BCSSX) is 6.47%, while Needham Aggressive Growth Fund Institutional Class (NEAIX) has a volatility of 10.98%. This indicates that BCSSX experiences smaller price fluctuations and is considered to be less risky than NEAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BCSSX | NEAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.47% | 10.98% | -4.51% |
Volatility (6M)Calculated over the trailing 6-month period | 68.67% | 19.41% | +49.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 55.40% | 28.68% | +26.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.20% | 24.28% | +18.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.83% | 24.42% | +10.41% |