BMCAX Mutual Fund

BMCAX Mutual Fund

NAV$28.01
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Returns Overview

1 Month
-4.24%
3 Months
+2.17%
6 Months
+7.42%
YTD
+6.69%
1 Year
+16.70%
3 Years (annualized)
+22.27%
5 Years (annualized)
+12.38%
10 Years (annualized)
+17.11%

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)
+6.69%
Peer Avg (YTD)
+6.23%
vs Peers
+0.46%

BMCAX Mutual Fund Performance

BMCAX performance across multiple time periods: 1-month -4.24%, YTD 6.69%, 1-year 16.70%, 3-year 22.27%, 5-year 12.38%, 10-year 17.11%.

BMCAX returns outperform the peer average of 6.23% 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.