BEMXX Mutual Fund

NAV$1.00

Returns Overview

1 Month
+0.29%
3 Months
+0.88%
6 Months
+1.77%
YTD
+1.77%
1 Year
+3.85%
3 Years (annualized)
+4.30%
5 Years (annualized)
+3.27%
10 Years (annualized)
+1.73%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

This Mutual Fund (YTD)
+1.77%
Peer Avg (YTD)
+1.70%
vs Peers
+0.07%

BEMXX Mutual Fund Performance

BEMXX performance across multiple time periods: 1-month 0.29%, YTD 1.77%, 1-year 3.85%, 3-year 4.30%, 5-year 3.27%, 10-year 1.73%.

BEMXX returns outperform the peer average of 1.70% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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