BCEMX Mutual Fund

BCEMX Mutual Fund

NAV$30.35
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Returns Overview

1 Month
-9.61%
3 Months
-9.42%
6 Months
-11.67%
YTD
-0.13%
1 Year
+3.51%
3 Years (annualized)
+19.33%
5 Years (annualized)
+5.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCEMX 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
Access Balanced Composite Benchmark(^ABCB)
This Mutual Fund (YTD)
-0.13%
Peer Avg (YTD)
+9.82%
vs Peers
-9.95%

BCEMX Mutual Fund Performance

BCEMX performance across multiple time periods: 1-month -9.61%, YTD -0.13%, 1-year 3.51%, 3-year 19.33%, 5-year 5.39%.

BCEMX returns trail the peer average of 9.82% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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