BCOSX Mutual Fund

BCOSX Mutual Fund

NAV$10.62
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Returns Overview

1 Month
-1.25%
3 Months
-0.61%
6 Months
-0.71%
YTD
-0.35%
1 Year
+2.76%
3 Years (annualized)
+4.24%
5 Years (annualized)
-0.03%
10 Years (annualized)
+1.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCOSX 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
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📉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 Barclays US Universal Bond Index(^BBUUNIVB)
This Mutual Fund (YTD)
-0.35%
Peer Avg (YTD)
+1.04%
vs Peers
-1.39%

BCOSX Mutual Fund Performance

BCOSX performance across multiple time periods: 1-month -1.25%, YTD -0.35%, 1-year 2.76%, 3-year 4.24%, 5-year -0.03%, 10-year 1.86%.

BCOSX returns trail the peer average of 1.04% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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