BMCKX Mutual Fund

BMCKX Mutual Fund

NAV$32.02
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Returns Overview

1 Month
+3.56%
3 Months
-2.56%
6 Months
+14.14%
YTD
+10.64%
1 Year
+20.04%
3 Years (annualized)
+24.59%
5 Years (annualized)
+14.23%
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)
+10.64%
Peer Avg (YTD)
+8.51%
vs Peers
+2.13%

BMCKX Mutual Fund Performance

BMCKX performance across multiple time periods: 1-month 3.56%, YTD 10.64%, 1-year 20.04%, 3-year 24.59%, 5-year 14.23%, 10-year 17.41%.

BMCKX returns outperform the peer average of 8.51% 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.