BMCAX Mutual Fund

BMCAX Mutual Fund

NAV$29.82
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Returns Overview

1 Month
+3.51%
3 Months
-2.62%
6 Months
+13.97%
YTD
+10.44%
1 Year
+19.65%
3 Years (annualized)
+24.21%
5 Years (annualized)
+12.51%
10 Years (annualized)
+17.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMCAX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+10.44%
Peer Avg (YTD)
+8.51%
vs Peers
+1.93%

BMCAX Mutual Fund Performance

BMCAX performance across multiple time periods: 1-month 3.51%, YTD 10.44%, 1-year 19.65%, 3-year 24.21%, 5-year 12.51%, 10-year 17.21%.

BMCAX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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