BCMPX Mutual Fund

NAV$14.36

Returns Overview

1 Month
+0.14%
3 Months
+8.16%
6 Months
+6.47%
YTD
+6.23%
1 Year
+12.95%
3 Years (annualized)
+10.13%
5 Years (annualized)
+4.18%
10 Years (annualized)
+6.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCMPX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+6.23%
Peer Avg (YTD)
+4.14%
vs Peers
+2.09%

BCMPX Mutual Fund Performance

BCMPX performance across multiple time periods: 1-month 0.14%, YTD 6.23%, 1-year 12.95%, 3-year 10.13%, 5-year 4.18%, 10-year 6.01%.

BCMPX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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