The Brown Capital Fund Manager Performance Evaluation
| BCSIX Fund | USD 80.58 0.42 0.52% |
The entity has a beta of 0.23, which indicates not very significant fluctuations relative to the market. As returns on the market increase, the Brown's returns are expected to increase less than the market. However, during the bear market, the loss of holding the Brown is expected to be smaller as well.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in The Brown Capital are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, The Brown showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of August 2022 | |
| Expense Ratio | 1.3100 |
The |
The Brown Relative Risk vs. Return Landscape
If you would invest 7,048 in The Brown Capital on August 30, 2024 and sell it today you would earn a total of 1,010 from holding The Brown Capital or generate 14.33% return on investment over 90 days. The Brown Capital is currently producing 0.2202% returns and takes up 1.2336% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than The, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
The Brown Current Valuation
Overvalued
Today
Please note that The Brown's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Brown Capital has a current Real Value of $70.1 per share. The regular price of the fund is $80.58. 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 80.58 | Real 70.1 | Hype 80.58 | Naive 79.68 |
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.
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: The Brown Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for The Brown'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 The Brown'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 = 0.1785
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | BCSIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.23 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average The Brown is performing at about 14% of its full potential. 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 The Brown by adding it to a well-diversified portfolio.
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.
| Price To Earning | 48.53 X | |||
| Price To Book | 4.39 X | |||
| Price To Sales | 4.80 X | |||
| Total Asset | 840.32 M | |||
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 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 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.| The fund generated three year return of -6.0% | |
| Brown Capital holds 96.56% of its assets under management (AUM) in equities |
- 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.
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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