BEMCX Mutual Fund

NAV$14.44

Returns Overview

1 Month
-1.50%
3 Months
+13.50%
6 Months
+19.87%
YTD
+19.87%
1 Year
+45.04%
3 Years (annualized)
+25.25%
5 Years (annualized)
+11.75%
10 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BEMCX 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)
+19.87%
Peer Avg (YTD)
+23.08%
vs Peers
-3.21%

BEMCX Mutual Fund Performance

BEMCX performance across multiple time periods: 1-month -1.50%, YTD 19.87%, 1-year 45.04%, 3-year 25.25%, 5-year 11.75%, 10-year 9.16%.

BEMCX returns trail the peer average of 23.08% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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