BCREX Mutual Fund

BCREX Mutual Fund

NAV$15.60
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Returns Overview

1 Month
-3.01%
3 Months
-0.23%
6 Months
+2.43%
YTD
+12.74%
1 Year
+11.84%
3 Years (annualized)
+9.19%
5 Years (annualized)
+1.11%
10 Years (annualized)
+4.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCREX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+12.74%
Peer Avg (YTD)
+9.10%
vs Peers
+3.64%

BCREX Mutual Fund Performance

BCREX performance across multiple time periods: 1-month -3.01%, YTD 12.74%, 1-year 11.84%, 3-year 9.19%, 5-year 1.11%, 10-year 4.82%.

BCREX returns outperform the peer average of 9.10% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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