BCIAX Mutual Fund

NAV$11.15

Returns Overview

1 Month
+0.51%
3 Months
+1.70%
6 Months
+1.50%
YTD
+1.50%
1 Year
+5.56%
3 Years (annualized)
+3.23%
5 Years (annualized)
+0.78%
10 Years (annualized)
+1.48%

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
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
S&P Intermediate Term California AMT-Free Municipal Bond Index(^SPITCMBI)
This Mutual Fund (YTD)
+1.50%
Peer Avg (YTD)
+1.98%
vs Peers
-0.48%

BCIAX Mutual Fund Performance

BCIAX performance across multiple time periods: 1-month 0.51%, YTD 1.50%, 1-year 5.56%, 3-year 3.23%, 5-year 0.78%, 10-year 1.48%.

BCIAX returns trail the peer average of 1.98% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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