BCAPX Mutual Fund

BCAPX Mutual Fund

NAV$19.23
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Returns Overview

1 Month
-1.85%
3 Months
+3.24%
6 Months
+7.05%
YTD
+8.88%
1 Year
+18.09%
3 Years (annualized)
+14.54%
5 Years (annualized)
+8.02%
10 Years (annualized)
+9.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCAPX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.88%
Peer Avg (YTD)
+6.57%
vs Peers
+2.31%

BCAPX Mutual Fund Performance

BCAPX performance across multiple time periods: 1-month -1.85%, YTD 8.88%, 1-year 18.09%, 3-year 14.54%, 5-year 8.02%, 10-year 9.79%.

BCAPX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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