BMCIX Mutual Fund

BMCIX Mutual Fund

NAV$32.87
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Returns Overview

1 Month
+3.33%
3 Months
+7.95%
6 Months
+9.78%
YTD
+12.87%
1 Year
+23.46%
3 Years (annualized)
+13.21%
5 Years (annualized)
+10.15%
10 Years (annualized)
+10.26%

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)
+12.87%
Peer Avg (YTD)
+8.69%
vs Peers
+4.18%

BMCIX Mutual Fund Performance

BMCIX performance across multiple time periods: 1-month 3.33%, YTD 12.87%, 1-year 23.46%, 3-year 13.21%, 5-year 10.15%, 10-year 10.26%.

BMCIX returns outperform the peer average of 8.69% 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.