BCMPX Mutual Fund

BCMPX Mutual Fund

NAV$14.33
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Returns Overview

1 Month
-1.68%
3 Months
+1.51%
6 Months
+3.30%
YTD
+4.45%
1 Year
+10.56%
3 Years (annualized)
+9.14%
5 Years (annualized)
+3.76%
10 Years (annualized)
+5.64%

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
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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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+4.45%
Peer Avg (YTD)
+3.39%
vs Peers
+1.06%

BCMPX Mutual Fund Performance

BCMPX performance across multiple time periods: 1-month -1.68%, YTD 4.45%, 1-year 10.56%, 3-year 9.14%, 5-year 3.76%, 10-year 5.64%.

BCMPX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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