BEMAX Mutual Fund

NAV$14.65

Returns Overview

1 Month
-1.46%
3 Months
+13.74%
6 Months
+20.34%
YTD
+20.34%
1 Year
+46.08%
3 Years (annualized)
+26.50%
5 Years (annualized)
+12.46%
10 Years (annualized)
+10.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BEMAX 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 Emerging Markets Net Dividend Index(^MSEMND)
This Mutual Fund (YTD)
+20.34%
Peer Avg (YTD)
+23.08%
vs Peers
-2.74%

BEMAX Mutual Fund Performance

BEMAX performance across multiple time periods: 1-month -1.46%, YTD 20.34%, 1-year 46.08%, 3-year 26.50%, 5-year 12.46%, 10-year 10.72%.

BEMAX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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