BCSSX Mutual Fund

NAV$27.05

Returns Overview

1 Month
+8.43%
3 Months
+26.76%
6 Months
+1.78%
YTD
+3.11%
1 Year
-1.09%
3 Years (annualized)
+10.06%
5 Years (annualized)
+2.61%
10 Years (annualized)
+14.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCSSX 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)
+3.11%
Peer Avg (YTD)
+16.06%
vs Peers
-12.95%

BCSSX Mutual Fund Performance

BCSSX performance across multiple time periods: 1-month 8.43%, YTD 3.11%, 1-year -1.09%, 3-year 10.06%, 5-year 2.61%, 10-year 14.03%.

BCSSX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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