BMBCX Mutual Fund

BMBCX Mutual Fund

NAV$10.09
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Returns Overview

1 Month
-0.29%
3 Months
+1.09%
6 Months
-3.55%
YTD
+0.50%
1 Year
+1.79%
3 Years (annualized)
+4.84%
5 Years (annualized)
+2.67%
10 Years (annualized)
+3.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMBCX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+0.50%
Peer Avg (YTD)
+4.75%
vs Peers
-4.25%

BMBCX Mutual Fund Performance

BMBCX performance across multiple time periods: 1-month -0.29%, YTD 0.50%, 1-year 1.79%, 3-year 4.84%, 5-year 2.67%, 10-year 3.59%.

BMBCX returns trail the peer average of 4.75% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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