The Brown Capital Fund Manager Performance Evaluation
| BCSSX Fund | USD 56.35 3.21 6.04% |
The fund shows a Beta (market volatility) of 1.94, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Brown Capital will likely underperform.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days The Brown Capital has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 1st of August 2022 | |
| Expense Ratio | 1.1100 |
Brown |
Brown Capital Relative Risk vs. Return Landscape
If you would invest 7,124 in The Brown Capital on September 12, 2024 and sell it today you would lose (1,489) from holding The Brown Capital or give up 20.9% of portfolio value over 90 days. The Brown Capital is currently producing negative expected returns and takes up 4.8691% volatility of returns over 90 trading days. Put another way, 43% of traded mutual funds are less volatile than Brown, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Brown Capital Current Valuation
Undervalued
Today
Please note that Brown Capital's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Brown Capital shows a prevailing Real Value of $59.55 per share. The current price of the fund is $56.35. We determine the value of Brown Capital from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Brown Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Brown Mutual Fund. However, Brown Capital's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 56.35 | Real 59.55 | Hype 56.35 | Naive 48.14 |
The intrinsic value of Brown Capital's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Brown Capital's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of The Brown Capital helps investors to forecast how Brown mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Brown Capital more accurately as focusing exclusively on Brown Capital's fundamentals will not take into account other important factors: Brown Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Brown Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as The Brown Capital, and traders can use it to determine the average amount a Brown Capital's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.045
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BCSSX |
Estimated Market Risk
| 4.87 actual daily | 43 57% of assets are more volatile |
Expected Return
| -0.22 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Brown Capital is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Brown Capital by adding Brown Capital to a well-diversified portfolio.
Brown Capital Fundamentals Growth
Brown Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Brown Capital, and Brown Capital fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Brown Mutual Fund performance.
| Price To Earning | 45.71 X | |||
| Price To Book | 4.40 X | |||
| Price To Sales | 4.72 X | |||
| Total Asset | 2.83 B | |||
About Brown Capital Performance
Evaluating Brown Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Brown Capital has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Brown Capital has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in the equity securities of those companies with total operating revenues of 500 million or less at the time of the initial investment. It typically invests in common stocks. The advisor seeks to build a portfolio of exceptional small companies with the wherewithal to become exceptional large companies. The fund typically holds a portfolio of between 40 - 65 securities which the advisor believes have the potential for growth.Things to note about Brown Capital performance evaluation
Checking the ongoing alerts about Brown Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Brown Capital help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Brown Capital generated a negative expected return over the last 90 days | |
| Brown Capital has high historical volatility and very poor performance | |
| The fund generated three year return of -4.0% | |
| Brown Capital holds 98.4% of its assets under management (AUM) in equities |
- Analyzing Brown Capital's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Brown Capital's stock is overvalued or undervalued compared to its peers.
- Examining Brown Capital's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Brown Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Brown Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Brown Capital's mutual fund. These opinions can provide insight into Brown Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Brown Mutual Fund
Brown Capital financial ratios help investors to determine whether Brown Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Brown with respect to the benefits of owning Brown Capital security.
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