BCIFX Mutual Fund

NAV$242.99

Returns Overview

1 Month
+0.20%
3 Months
+9.13%
6 Months
+2.29%
YTD
+2.23%
1 Year
+14.72%
3 Years (annualized)
+10.25%
5 Years (annualized)
+5.80%
10 Years (annualized)
+8.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCIFX 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 500 Index(SPX)
This Mutual Fund (YTD)
+2.23%
Peer Avg (YTD)
+8.61%
vs Peers
-6.37%

BCIFX Mutual Fund Performance

BCIFX performance across multiple time periods: 1-month 0.20%, YTD 2.23%, 1-year 14.72%, 3-year 10.25%, 5-year 5.80%, 10-year 8.18%.

BCIFX returns trail the peer average of 8.61% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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