BKMIX Mutual Fund

BKMIX Mutual Fund

NAV$10.74
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Returns Overview

1 Month
+0.32%
3 Months
+1.40%
6 Months
+2.78%
YTD
+4.24%
1 Year
+9.46%
3 Years (annualized)
+9.33%
5 Years (annualized)
+4.44%
10 Years (annualized)
+5.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BKMIX 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 World High Dividend Yield Index(M7WOEDY)
This Mutual Fund (YTD)
+4.24%
Peer Avg (YTD)
+5.54%
vs Peers
-1.30%

BKMIX Mutual Fund Performance

BKMIX performance across multiple time periods: 1-month 0.32%, YTD 4.24%, 1-year 9.46%, 3-year 9.33%, 5-year 4.44%, 10-year 5.54%.

BKMIX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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