BCAIX Mutual Fund

BCAIX Mutual Fund

NAV$42.52
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Returns Overview

1 Month
+0.66%
3 Months
+3.85%
6 Months
+6.70%
YTD
+11.08%
1 Year
+22.64%
3 Years (annualized)
+11.78%
5 Years (annualized)
+3.80%
10 Years (annualized)
+7.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCAIX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+11.08%
Peer Avg (YTD)
+9.42%
vs Peers
+1.66%

BCAIX Mutual Fund Performance

BCAIX performance across multiple time periods: 1-month 0.66%, YTD 11.08%, 1-year 22.64%, 3-year 11.78%, 5-year 3.80%, 10-year 7.14%.

BCAIX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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