BEMXX Mutual Fund

BEMXX Mutual Fund

NAV$1.00
See how much of BEMXX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+0.61%
6 Months
+1.50%
YTD
+2.70%
1 Year
+3.35%
3 Years (annualized)
+4.16%
5 Years (annualized)
+3.45%
10 Years (annualized)
+1.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BEMXX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+2.70%
Peer Avg (YTD)
+2.21%
vs Peers
+0.48%

BEMXX Mutual Fund Performance

BEMXX performance across multiple time periods: YTD 2.70%, 1-year 3.35%, 3-year 4.16%, 5-year 3.45%, 10-year 1.83%.

BEMXX returns outperform the peer average of 2.21% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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