BASMX Mutual Fund

BASMX Mutual Fund

NAV$35.33
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Returns Overview

1 Month
-0.86%
3 Months
+1.35%
6 Months
+16.90%
YTD
+11.82%
1 Year
+14.81%
3 Years (annualized)
+20.28%
5 Years (annualized)
+11.50%
10 Years (annualized)
+14.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BASMX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.82%
Peer Avg (YTD)
+9.98%
vs Peers
+1.84%

BASMX Mutual Fund Performance

BASMX performance across multiple time periods: 1-month -0.86%, YTD 11.82%, 1-year 14.81%, 3-year 20.28%, 5-year 11.50%, 10-year 14.50%.

BASMX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

BASMX vs another fund shows side-by-side returns. BASMX alternatives are available in the Mutual Fund Screener.