BCRIX Mutual Fund

BCRIX Mutual Fund

NAV$8.30
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Returns Overview

1 Month
+1.96%
3 Months
-0.39%
6 Months
-1.40%
YTD
-1.06%
1 Year
-0.84%
3 Years (annualized)
+5.47%
5 Years (annualized)
-0.87%
10 Years (annualized)
+0.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCRIX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.06%
Peer Avg (YTD)
+1.93%
vs Peers
-2.99%

BCRIX Mutual Fund Performance

BCRIX performance across multiple time periods: 1-month 1.96%, YTD -1.06%, 1-year -0.84%, 3-year 5.47%, 5-year -0.87%, 10-year 0.54%.

BCRIX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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