BCAPX Mutual Fund

BCAPX Mutual Fund

NAV$19.56
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Returns Overview

1 Month
+2.30%
3 Months
+0.41%
6 Months
+8.54%
YTD
+11.38%
1 Year
+18.25%
3 Years (annualized)
+15.23%
5 Years (annualized)
+7.61%
10 Years (annualized)
+9.75%

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
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📉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)
+11.38%
Peer Avg (YTD)
+7.17%
vs Peers
+4.21%

BCAPX Mutual Fund Performance

BCAPX performance across multiple time periods: 1-month 2.30%, YTD 11.38%, 1-year 18.25%, 3-year 15.23%, 5-year 7.61%, 10-year 9.75%.

BCAPX returns outperform the peer average of 7.17% 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.