BEMIX Mutual Fund

NAV$14.84

Returns Overview

1 Month
-1.40%
3 Months
+13.83%
6 Months
+20.48%
YTD
+20.48%
1 Year
+46.40%
3 Years (annualized)
+26.87%
5 Years (annualized)
+12.77%
10 Years (annualized)
+10.52%

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
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)
+20.48%
Peer Avg (YTD)
+23.08%
vs Peers
-2.60%

BEMIX Mutual Fund Performance

BEMIX performance across multiple time periods: 1-month -1.40%, YTD 20.48%, 1-year 46.40%, 3-year 26.87%, 5-year 12.77%, 10-year 10.52%.

BEMIX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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