BMCIX Mutual Fund

BMCIX Mutual Fund

NAV$32.96
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Returns Overview

1 Month
+3.43%
3 Months
+1.26%
6 Months
+9.36%
YTD
+14.35%
1 Year
+20.07%
3 Years (annualized)
+17.31%
5 Years (annualized)
+9.79%
10 Years (annualized)
+10.58%

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)
+14.35%
Peer Avg (YTD)
+10.88%
vs Peers
+3.47%

BMCIX Mutual Fund Performance

BMCIX performance across multiple time periods: 1-month 3.43%, YTD 14.35%, 1-year 20.07%, 3-year 17.31%, 5-year 9.79%, 10-year 10.58%.

BMCIX returns outperform the peer average of 10.88% YTD. With an expense ratio of 0.86%, 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.