BCIYX Mutual Fund

BCIYX Mutual Fund

NAV$11.07
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Returns Overview

1 Month
-1.67%
3 Months
-0.89%
6 Months
-1.25%
YTD
-0.57%
1 Year
+3.23%
3 Years (annualized)
+1.88%
5 Years (annualized)
-0.42%
10 Years (annualized)
+0.57%

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
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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)
-0.57%
Peer Avg (YTD)
+0.39%
vs Peers
-0.96%

BCIYX Mutual Fund Performance

BCIYX performance across multiple time periods: 1-month -1.67%, YTD -0.57%, 1-year 3.23%, 3-year 1.88%, 5-year -0.42%, 10-year 0.57%.

BCIYX returns trail the peer average of 0.39% 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.