BMCKX Mutual Fund

BMCKX Mutual Fund

NAV$30.55
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Returns Overview

1 Month
-4.24%
3 Months
+2.21%
6 Months
+7.55%
YTD
+6.83%
1 Year
+17.02%
3 Years (annualized)
+22.61%
5 Years (annualized)
+12.72%
10 Years (annualized)
+17.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMCKX 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)
+6.83%
Peer Avg (YTD)
+6.23%
vs Peers
+0.60%

BMCKX Mutual Fund Performance

BMCKX performance across multiple time periods: 1-month -4.24%, YTD 6.83%, 1-year 17.02%, 3-year 22.61%, 5-year 12.72%, 10-year 17.41%.

BMCKX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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