BKMIX Mutual Fund

NAV$10.76

Returns Overview

1 Month
+0.15%
3 Months
+4.25%
6 Months
+4.10%
YTD
+3.90%
1 Year
+9.31%
3 Years (annualized)
+9.80%
5 Years (annualized)
+4.43%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World High Dividend Yield Index(M7WOEDY)
This Mutual Fund (YTD)
+3.90%
Peer Avg (YTD)
+5.87%
vs Peers
-1.96%

BKMIX Mutual Fund Performance

BKMIX performance across multiple time periods: 1-month 0.15%, YTD 3.90%, 1-year 9.31%, 3-year 9.80%, 5-year 4.43%.

BKMIX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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