BCAPX Mutual Fund

NAV$19.74

Returns Overview

3 Months
+14.38%
6 Months
+11.50%
YTD
+10.93%
1 Year
+21.46%
3 Years (annualized)
+15.17%
5 Years (annualized)
+7.92%
10 Years (annualized)
+10.04%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+10.93%
Peer Avg (YTD)
+6.73%
vs Peers
+4.20%

BCAPX Mutual Fund Performance

BCAPX performance across multiple time periods: YTD 10.93%, 1-year 21.46%, 3-year 15.17%, 5-year 7.92%, 10-year 10.04%.

BCAPX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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