Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BCBIX (Brown Capital Mgmt Balanced Instl) NA NA -100.00% -100.00% -100.00% NA NA
Data as of 02/22/2011, Common starting date is 05/12/1997
More Performance Analytics Comparison
Name Start Date End Date
BCBIX (Brown Capital Mgmt Balanced Instl) 05/12/1997 02/22/2011
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) NA -100.00 -100.00 -100.00 NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) NA 0.45 0.57 0.62 2.28 1.71
Data as of 02/22/2011, Common starting date is 05/12/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCBIX (Brown Capital Mgmt Balanced Instl) -11.87%
Feb 2006 – Feb 2009
-6.27%
Feb 2004 – Feb 2009
-3.37%
Feb 1999 – Feb 2009
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCBIX (Brown Capital Mgmt Balanced Instl) 13.98%
Aug 1997 – Aug 2000
8.91%
Sep 2002 – Sep 2007
3.70%
Jun 1997 – Jun 2007
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return