BEMIX Mutual Fund

BEMIX Mutual Fund

NAV$15.20
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Returns Overview

1 Month
+1.51%
3 Months
+5.41%
6 Months
+12.50%
YTD
+22.30%
1 Year
+45.04%
3 Years (annualized)
+23.46%
5 Years (annualized)
+13.77%
10 Years (annualized)
+8.95%

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 Net Dividend Index(^MSEMND)
This Mutual Fund (YTD)
+22.30%
Peer Avg (YTD)
+17.66%
vs Peers
+4.64%

BEMIX Mutual Fund Performance

BEMIX performance across multiple time periods: 1-month 1.51%, YTD 22.30%, 1-year 45.04%, 3-year 23.46%, 5-year 13.77%, 10-year 8.95%.

BEMIX returns outperform the peer average of 17.66% 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.