BCAIX Mutual Fund

BCAIX Mutual Fund

NAV$39.56
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Returns Overview

1 Month
-1.04%
3 Months
-2.72%
6 Months
+1.03%
YTD
+6.96%
1 Year
+11.00%
3 Years (annualized)
+16.20%
5 Years (annualized)
+2.76%
10 Years (annualized)
+6.75%

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)
+6.96%
Peer Avg (YTD)
+8.05%
vs Peers
-1.09%

BCAIX Mutual Fund Performance

BCAIX performance across multiple time periods: 1-month -1.04%, YTD 6.96%, 1-year 11.00%, 3-year 16.20%, 5-year 2.76%, 10-year 6.75%.

BCAIX returns trail the peer average of 8.05% 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.