BASMX Mutual Fund

BASMX Mutual Fund

NAV$34.71
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Returns Overview

1 Month
-0.46%
3 Months
+4.19%
6 Months
+8.50%
YTD
+9.82%
1 Year
+19.25%
3 Years (annualized)
+18.44%
5 Years (annualized)
+11.53%
10 Years (annualized)
+14.22%

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)
+9.82%
Peer Avg (YTD)
+9.41%
vs Peers
+0.41%

BASMX Mutual Fund Performance

BASMX performance across multiple time periods: 1-month -0.46%, YTD 9.82%, 1-year 19.25%, 3-year 18.44%, 5-year 11.53%, 10-year 14.22%.

BASMX returns outperform the peer average of 9.41% 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.