BCIYX Mutual Fund

BCIYX Mutual Fund

NAV$11.15
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Returns Overview

1 Month
+0.53%
3 Months
+1.51%
6 Months
+1.13%
YTD
+1.13%
1 Year
+4.77%
3 Years (annualized)
+2.47%
5 Years (annualized)
+0.03%
10 Years (annualized)
+0.72%

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
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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)
+1.13%
Peer Avg (YTD)
+1.98%
vs Peers
-0.85%

BCIYX Mutual Fund Performance

BCIYX performance across multiple time periods: 1-month 0.53%, YTD 1.13%, 1-year 4.77%, 3-year 2.47%, 5-year 0.03%, 10-year 0.72%.

BCIYX returns trail the peer average of 1.98% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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