BCSVX vs. ARTJX
Compare and contrast key facts about Brown Capital Management International Small Company Fund (BCSVX) and Artisan International Small-Mid Fund (ARTJX).
BCSVX is managed by Brown Capital Management. It was launched on Sep 29, 2015. ARTJX is managed by Artisan. It was launched on Dec 20, 2001.
Performance
BCSVX vs. ARTJX - Performance Comparison
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BCSVX vs. ARTJX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BCSVX Brown Capital Management International Small Company Fund | -21.07% | -2.30% | 8.17% | 20.04% | -31.56% | 12.69% | 44.75% | 26.41% | -3.39% | 36.56% |
ARTJX Artisan International Small-Mid Fund | -5.96% | 18.29% | -0.80% | 11.03% | -23.77% | 3.63% | 33.00% | 36.25% | -17.94% | 33.50% |
Returns By Period
In the year-to-date period, BCSVX achieves a -21.07% return, which is significantly lower than ARTJX's -5.96% return. Over the past 10 years, BCSVX has outperformed ARTJX with an annualized return of 6.88%, while ARTJX has yielded a comparatively lower 5.97% annualized return.
BCSVX
- 1D
- -0.05%
- 1M
- -10.50%
- YTD
- -21.07%
- 6M
- -29.40%
- 1Y
- -18.89%
- 3Y*
- -1.98%
- 5Y*
- -4.61%
- 10Y*
- 6.88%
ARTJX
- 1D
- -0.44%
- 1M
- -8.91%
- YTD
- -5.96%
- 6M
- -3.74%
- 1Y
- 12.89%
- 3Y*
- 4.41%
- 5Y*
- -0.37%
- 10Y*
- 5.97%
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BCSVX vs. ARTJX - Expense Ratio Comparison
BCSVX has a 1.31% expense ratio, which is higher than ARTJX's 1.28% expense ratio.
Return for Risk
BCSVX vs. ARTJX — Risk / Return Rank
BCSVX
ARTJX
BCSVX vs. ARTJX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown Capital Management International Small Company Fund (BCSVX) and Artisan International Small-Mid Fund (ARTJX). 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.
| BCSVX | ARTJX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.07 | 0.75 | -1.82 |
Sortino ratioReturn per unit of downside risk | -1.46 | 1.12 | -2.58 |
Omega ratioGain probability vs. loss probability | 0.82 | 1.15 | -0.32 |
Calmar ratioReturn relative to maximum drawdown | -0.60 | 0.89 | -1.49 |
Martin ratioReturn relative to average drawdown | -1.51 | 3.41 | -4.92 |
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
| BCSVX | ARTJX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.07 | 0.75 | -1.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.25 | -0.02 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.35 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.54 | -0.16 |
Correlation
The correlation between BCSVX and ARTJX is 0.77, 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
BCSVX vs. ARTJX - Dividend Comparison
BCSVX's dividend yield for the trailing twelve months is around 0.47%, less than ARTJX's 5.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCSVX Brown Capital Management International Small Company Fund | 0.47% | 0.00% | 0.00% | 0.00% | 0.00% | 5.07% | 0.74% | 0.30% | 0.31% | 0.00% | 0.00% | 0.00% |
ARTJX Artisan International Small-Mid Fund | 5.95% | 5.59% | 0.57% | 0.00% | 0.03% | 2.86% | 0.54% | 0.14% | 73.24% | 13.74% | 6.05% | 3.36% |
Drawdowns
BCSVX vs. ARTJX - Drawdown Comparison
The maximum BCSVX drawdown since its inception was -43.93%, smaller than the maximum ARTJX drawdown of -64.43%. Use the drawdown chart below to compare losses from any high point for BCSVX and ARTJX.
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Drawdown Indicators
| BCSVX | ARTJX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.93% | -64.43% | +20.50% |
Max Drawdown (1Y)Largest decline over 1 year | -32.35% | -10.10% | -22.25% |
Max Drawdown (5Y)Largest decline over 5 years | -43.93% | -37.04% | -6.89% |
Max Drawdown (10Y)Largest decline over 10 years | -43.93% | -37.04% | -6.89% |
Current DrawdownCurrent decline from peak | -34.25% | -12.71% | -21.54% |
Average DrawdownAverage peak-to-trough decline | -11.85% | -13.31% | +1.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.98% | 2.92% | +10.06% |
Volatility
BCSVX vs. ARTJX - Volatility Comparison
Brown Capital Management International Small Company Fund (BCSVX) and Artisan International Small-Mid Fund (ARTJX) have volatilities of 6.12% and 5.95%, 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.
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Volatility by Period
| BCSVX | ARTJX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.12% | 5.95% | +0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 11.91% | 10.10% | +1.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.67% | 15.44% | +2.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.43% | 17.76% | +0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.94% | 17.35% | -0.41% |