BEMVX Mutual Fund

NAV$15.33

Returns Overview

1 Month
-4.68%
3 Months
+26.92%
6 Months
+33.28%
YTD
+31.49%
1 Year
+61.80%
3 Years (annualized)
+23.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BEMVX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI Emerging Markets Value Index Net
This Mutual Fund (YTD)
+31.49%
Peer Avg (YTD)
+23.08%
vs Peers
+8.41%

BEMVX Mutual Fund Performance

BEMVX performance across multiple time periods: 1-month -4.68%, YTD 31.49%, 1-year 61.80%, 3-year 23.84%.

BEMVX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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