BCIIX Mutual Fund

NAV$14.42

Returns Overview

1 Month
-0.13%
3 Months
-1.83%
6 Months
-9.89%
YTD
-9.78%
1 Year
-16.58%
3 Years (annualized)
+1.39%
5 Years (annualized)
-3.92%
10 Years (annualized)
+2.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCIIX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
-9.78%
Peer Avg (YTD)
+8.82%
vs Peers
-18.59%

BCIIX Mutual Fund Performance

BCIIX performance across multiple time periods: 1-month -0.13%, YTD -9.78%, 1-year -16.58%, 3-year 1.39%, 5-year -3.92%, 10-year 2.90%.

BCIIX returns trail the peer average of 8.82% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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