BAMPX Mutual Fund

NAV$14.45

Returns Overview

1 Month
+0.21%
3 Months
+8.39%
6 Months
+6.87%
YTD
+6.63%
1 Year
+13.79%
3 Years (annualized)
+10.96%
5 Years (annualized)
+4.97%
10 Years (annualized)
+6.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAMPX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+6.63%
Peer Avg (YTD)
+4.14%
vs Peers
+2.49%

BAMPX Mutual Fund Performance

BAMPX performance across multiple time periods: 1-month 0.21%, YTD 6.63%, 1-year 13.79%, 3-year 10.96%, 5-year 4.97%, 10-year 6.81%.

BAMPX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

BAMPX performance comparison shows side-by-side returns with another fund. BAMPX alternatives are available in the Mutual Fund Screener.