BMCKX Mutual Fund

BMCKX Mutual Fund

NAV$29.08
See how much of BMCKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.69%
3 Months
+0.75%
6 Months
+2.97%
YTD
+7.63%
1 Year
+4.73%
3 Years (annualized)
+26.22%
5 Years (annualized)
+13.11%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.63%
Peer Avg (YTD)
+5.23%
vs Peers
+2.40%

BMCKX Mutual Fund Performance

BMCKX performance across multiple time periods: 1-month -5.69%, YTD 7.63%, 1-year 4.73%, 3-year 26.22%, 5-year 13.11%, 10-year 17.41%.

BMCKX returns outperform the peer average of 5.23% 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.