BCSFX Mutual Fund

NAV$23.13

Returns Overview

1 Month
-4.06%
3 Months
+4.15%
6 Months
-14.90%
YTD
-14.73%
1 Year
-26.70%
3 Years (annualized)
-1.41%
5 Years (annualized)
-3.54%
10 Years (annualized)
+8.26%

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

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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
MSCI All Country World ex USA Small Cap Index(.MIWU000D0NUS)
This Mutual Fund (YTD)
-14.73%
Peer Avg (YTD)
+9.16%
vs Peers
-23.89%

BCSFX Mutual Fund Performance

BCSFX performance across multiple time periods: 1-month -4.06%, YTD -14.73%, 1-year -26.70%, 3-year -1.41%, 5-year -3.54%, 10-year 8.26%.

BCSFX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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