BMCCX Mutual Fund

BMCCX Mutual Fund

NAV$21.33
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Returns Overview

1 Month
+3.46%
3 Months
-2.80%
6 Months
+13.53%
YTD
+9.88%
1 Year
+18.75%
3 Years (annualized)
+27.59%
5 Years (annualized)
+15.65%
10 Years (annualized)
+20.48%

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
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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)
+9.88%
Peer Avg (YTD)
+8.51%
vs Peers
+1.37%

BMCCX Mutual Fund Performance

BMCCX performance across multiple time periods: 1-month 3.46%, YTD 9.88%, 1-year 18.75%, 3-year 27.59%, 5-year 15.65%, 10-year 20.48%.

BMCCX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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