BMCAX Mutual Fund

NAV$28.49

Returns Overview

1 Month
-1.77%
3 Months
+21.01%
6 Months
+11.28%
YTD
+11.41%
1 Year
+26.13%
3 Years (annualized)
+28.72%
5 Years (annualized)
+19.10%
10 Years (annualized)
+20.65%

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

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+11.41%
Peer Avg (YTD)
+8.97%
vs Peers
+2.44%

BMCAX Mutual Fund Performance

BMCAX performance across multiple time periods: 1-month -1.77%, YTD 11.41%, 1-year 26.13%, 3-year 28.72%, 5-year 19.10%, 10-year 20.65%.

BMCAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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