BCONX Mutual Fund

BCONX Mutual Fund

NAV$9.28
See how much of BCONX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.75%
3 Months
-2.08%
6 Months
-1.24%
YTD
+0.44%
1 Year
+2.77%
3 Years (annualized)
+8.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCONX 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
ICE BofA BB-B US High Yield Index
This Mutual Fund (YTD)
+0.44%
Peer Avg (YTD)
+1.93%
vs Peers
-1.49%

BCONX Mutual Fund Performance

BCONX performance across multiple time periods: 1-month -0.75%, YTD 0.44%, 1-year 2.77%, 3-year 8.84%.

BCONX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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