BMCIX Mutual Fund

BMCIX Mutual Fund

NAV$31.53
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Returns Overview

1 Month
+0.81%
3 Months
+6.77%
6 Months
+9.92%
YTD
+13.84%
1 Year
+20.28%
3 Years (annualized)
+14.77%
5 Years (annualized)
+10.08%
10 Years (annualized)
+10.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMCIX 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 Value Index(RLV)
This Mutual Fund (YTD)
+13.84%
Peer Avg (YTD)
+11.40%
vs Peers
+2.43%

BMCIX Mutual Fund Performance

BMCIX performance across multiple time periods: 1-month 0.81%, YTD 13.84%, 1-year 20.28%, 3-year 14.77%, 5-year 10.08%, 10-year 10.24%.

BMCIX returns outperform the peer average of 11.40% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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