BEMIX Mutual Fund

BEMIX Mutual Fund

NAV$14.17
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Returns Overview

1 Month
-5.05%
3 Months
-6.31%
6 Months
-1.24%
YTD
+14.58%
1 Year
+18.43%
3 Years (annualized)
+25.27%
5 Years (annualized)
+13.25%
10 Years (annualized)
+7.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BEMIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+14.58%
Peer Avg (YTD)
+9.82%
vs Peers
+4.76%

BEMIX Mutual Fund Performance

BEMIX performance across multiple time periods: 1-month -5.05%, YTD 14.58%, 1-year 18.43%, 3-year 25.27%, 5-year 13.25%, 10-year 7.94%.

BEMIX returns outperform the peer average of 9.82% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

BEMIX vs another fund shows side-by-side returns. BEMIX alternatives are available in the Mutual Fund Screener.