BMCCX Mutual Fund

NAV$20.40

Returns Overview

1 Month
-1.83%
3 Months
+20.80%
6 Months
+10.86%
YTD
+10.98%
1 Year
+25.17%
3 Years (annualized)
+28.54%
5 Years (annualized)
+19.16%
10 Years (annualized)
+21.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMCCX 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

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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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+10.98%
Peer Avg (YTD)
+8.97%
vs Peers
+2.01%

BMCCX Mutual Fund Performance

BMCCX performance across multiple time periods: 1-month -1.83%, YTD 10.98%, 1-year 25.17%, 3-year 28.54%, 5-year 19.16%, 10-year 21.16%.

BMCCX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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