BCSFX Mutual Fund

BCSFX Mutual Fund

NAV$22.90
See how much of BCSFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+7.48%
3 Months
+4.00%
6 Months
-3.64%
YTD
-8.35%
1 Year
-19.07%
3 Years (annualized)
+0.01%
5 Years (annualized)
-2.58%
10 Years (annualized)
+8.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCSFX 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
MSCI All Country World ex USA Small Cap Index(.MIWU000D0NUS)
This Mutual Fund (YTD)
-8.35%
Peer Avg (YTD)
+8.67%
vs Peers
-17.02%

BCSFX Mutual Fund Performance

BCSFX performance across multiple time periods: 1-month 7.48%, YTD -8.35%, 1-year -19.07%, 3-year 0.01%, 5-year -2.58%, 10-year 8.46%.

BCSFX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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