BCCPX Mutual Fund

BCCPX Mutual Fund

NAV$11.55
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Returns Overview

1 Month
+0.94%
3 Months
-0.34%
6 Months
+0.09%
YTD
+2.71%
1 Year
+5.99%
3 Years (annualized)
+7.11%
5 Years (annualized)
+1.47%
10 Years (annualized)
+3.26%

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)
+2.71%
Peer Avg (YTD)
+3.78%
vs Peers
-1.07%

BCCPX Mutual Fund Performance

BCCPX performance across multiple time periods: 1-month 0.94%, YTD 2.71%, 1-year 5.99%, 3-year 7.11%, 5-year 1.47%, 10-year 3.26%.

BCCPX returns trail the peer average of 3.78% 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.