BCSIX Mutual Fund

NAV$24.29

Returns Overview

1 Month
+8.44%
3 Months
+26.78%
6 Months
+1.70%
YTD
+3.03%
1 Year
-1.25%
3 Years (annualized)
+10.22%
5 Years (annualized)
+2.75%
10 Years (annualized)
+14.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCSIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.03%
Peer Avg (YTD)
+16.06%
vs Peers
-13.03%

BCSIX Mutual Fund Performance

BCSIX performance across multiple time periods: 1-month 8.44%, YTD 3.03%, 1-year -1.25%, 3-year 10.22%, 5-year 2.75%, 10-year 14.04%.

BCSIX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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