BCIAX Mutual Fund

BCIAX Mutual Fund

NAV$10.69
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Returns Overview

1 Month
-0.14%
3 Months
-1.15%
6 Months
-2.03%
YTD
-0.18%
1 Year
+3.05%
3 Years (annualized)
+2.90%
5 Years (annualized)
+0.35%
10 Years (annualized)
+1.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCIAX 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
S&P Intermediate Term California AMT-Free Municipal Bond Index(^SPITCMBI)
This Mutual Fund (YTD)
-0.18%
Peer Avg (YTD)
+0.17%
vs Peers
-0.35%

BCIAX Mutual Fund Performance

BCIAX performance across multiple time periods: 1-month -0.14%, YTD -0.18%, 1-year 3.05%, 3-year 2.90%, 5-year 0.35%, 10-year 1.30%.

BCIAX returns trail the peer average of 0.17% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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