BCCPX Mutual Fund

BCCPX Mutual Fund

NAV$11.82
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Returns Overview

1 Month
-1.35%
3 Months
+0.43%
6 Months
+0.78%
YTD
+1.75%
1 Year
+6.49%
3 Years (annualized)
+6.38%
5 Years (annualized)
+1.38%
10 Years (annualized)
+3.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCCPX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+1.75%
Peer Avg (YTD)
+3.39%
vs Peers
-1.64%

BCCPX Mutual Fund Performance

BCCPX performance across multiple time periods: 1-month -1.35%, YTD 1.75%, 1-year 6.49%, 3-year 6.38%, 5-year 1.38%, 10-year 3.17%.

BCCPX returns trail the peer average of 3.39% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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