BCREX Mutual Fund

NAV$16.67

Returns Overview

1 Month
+0.79%
3 Months
+10.28%
6 Months
+14.12%
YTD
+13.88%
1 Year
+14.60%
3 Years (annualized)
+9.05%
5 Years (annualized)
+2.59%
10 Years (annualized)
+4.98%

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
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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+13.88%
Peer Avg (YTD)
+11.24%
vs Peers
+2.64%

BCREX Mutual Fund Performance

BCREX performance across multiple time periods: 1-month 0.79%, YTD 13.88%, 1-year 14.60%, 3-year 9.05%, 5-year 2.59%, 10-year 4.98%.

BCREX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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