The Brown Capital Fund Manager Performance Evaluation

BCIIX Fund  USD 16.44  0.04  0.24%   
The entity has a beta of 0.9, which indicates possible diversification benefits within a given portfolio. the Brown returns are very sensitive to returns on the market. As the market goes up or down, the Brown is expected to follow.

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days The Brown Capital has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, The Brown is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio Date1st of August 2025
Expense Ratio1.2500
  

The Brown Relative Risk vs. Return Landscape

If you would invest  1,730  in The Brown Capital on November 5, 2025 and sell it today you would lose (86.00) from holding The Brown Capital or give up 4.97% of portfolio value over 90 days. The Brown Capital is currently producing negative expected returns and takes up 0.9553% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than The, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon The Brown is expected to under-perform the market. In addition to that, the company is 1.26 times more volatile than its market benchmark. It trades about -0.08 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.1 per unit of volatility.

The Brown Current Valuation

Fairly Valued
Today
16.44
Please note that The Brown's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Brown Capital has a current Real Value of $16.48 per share. The regular price of the fund is $16.44. We determine the value of Brown Capital from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since The Brown is currently traded on the exchange, buyers and sellers on that exchange determine the market value of The Mutual Fund. However, The Brown'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  16.44 Real  16.48 Hype  16.44 Naive  16.15
The intrinsic value of The Brown'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 The Brown'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.
16.48
Real Value
17.44
Upside
Estimating the potential upside or downside of The Brown Capital helps investors to forecast how The 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 The Brown more accurately as focusing exclusively on The Brown's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
16.4416.9417.44
Details
Hype
Prediction
LowEstimatedHigh
15.4816.4417.40
Details
Naive
Forecast
LowNext ValueHigh
15.1916.1517.10
Details
Below is the normalized historical share price chart for The Brown Capital extending back to August 24, 2001. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of The Brown stands at 16.44, as last reported on the 3rd of February, with the highest price reaching 16.44 and the lowest price hitting 16.44 during the day.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

The Brown Target Price Odds to finish over Current Price

The tendency of The Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 16.44 90 days 16.44 
about 83.52
Based on a normal probability distribution, the odds of The Brown to move above the current price in 90 days from now is about 83.52 (This The Brown Capital probability density function shows the probability of The Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon The Brown has a beta of 0.9 suggesting The Brown Capital market returns are sensitive to returns on the market. As the market goes up or down, The Brown is expected to follow. Additionally The Brown Capital has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial.
   The Brown Price Density   
       Price  

Predictive Modules for The Brown

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Brown Capital. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
15.4816.4417.40
Details
Intrinsic
Valuation
LowRealHigh
15.5216.4817.44
Details
Naive
Forecast
LowNextHigh
15.1916.1517.10
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
16.4416.9417.44
Details

The Brown Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. The Brown is not an exception. The market had few large corrections towards the The Brown's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold The Brown Capital, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of The Brown within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
-0.17
β
Beta against Dow Jones0.90
σ
Overall volatility
0.40
Ir
Information ratio -0.19

The Brown Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of The Brown for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Brown Capital can help investors quickly react to important events or material 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
The fund generated five year return of -1.0%
Brown Capital holds 98.99% of its assets under management (AUM) in equities

The Brown Fundamentals Growth

The Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of The Brown, and The Brown 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 The Mutual Fund performance.

About The Brown Performance

Evaluating The Brown's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if The Brown 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 The Brown 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 substantially all of its assets in the equity securities of non-U.S. based companies. It typically invests in common stocks. The fund does not choose its portfolio companies based on a reference to market capitalization. Rather, the focus of the it is on the revenue produced by the issuer of the securities. The fund typically holds a portfolio of between 40 to 70 securities which the Advisor believes have the potential for growth.

Things to note about Brown Capital performance evaluation

Checking the ongoing alerts about The Brown 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
The fund generated five year return of -1.0%
Brown Capital holds 98.99% of its assets under management (AUM) in equities
Evaluating The Brown's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate The Brown's mutual fund performance include:
  • Analyzing The Brown'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 The Brown's stock is overvalued or undervalued compared to its peers.
  • Examining The Brown'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 The Brown's management team can have a significant impact on its success or failure. Reviewing the track record and experience of The Brown's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of The Brown's mutual fund. These opinions can provide insight into The Brown's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating The Brown's mutual fund performance is not an exact science, and many factors can impact The Brown's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in The Mutual Fund

The Brown financial ratios help investors to determine whether The 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 The with respect to the benefits of owning The Brown security.
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