BCIYX Mutual Fund

BCIYX Mutual Fund

NAV$10.70
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Returns Overview

1 Month
-0.10%
3 Months
-1.25%
6 Months
-2.39%
YTD
-0.67%
1 Year
+2.37%
3 Years (annualized)
+2.13%
5 Years (annualized)
-0.38%
10 Years (annualized)
+0.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCIYX 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

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)
-0.67%
Peer Avg (YTD)
+0.17%
vs Peers
-0.84%

BCIYX Mutual Fund Performance

BCIYX performance across multiple time periods: 1-month -0.10%, YTD -0.67%, 1-year 2.37%, 3-year 2.13%, 5-year -0.38%, 10-year 0.55%.

BCIYX returns trail the peer average of 0.17% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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