BCCPX Mutual Fund

NAV$11.77

Returns Overview

1 Month
+0.08%
3 Months
+4.14%
6 Months
+3.32%
YTD
+3.14%
1 Year
+8.24%
3 Years (annualized)
+7.00%
5 Years (annualized)
+1.74%
10 Years (annualized)
+3.44%

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
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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+3.14%
Peer Avg (YTD)
+4.14%
vs Peers
-1.00%

BCCPX Mutual Fund Performance

BCCPX performance across multiple time periods: 1-month 0.08%, YTD 3.14%, 1-year 8.24%, 3-year 7.00%, 5-year 1.74%, 10-year 3.44%.

BCCPX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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