BMCRX Mutual Fund

BMCRX Mutual Fund

NAV$30.41
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Returns Overview

1 Month
-1.81%
3 Months
+20.95%
6 Months
+11.12%
YTD
+11.24%
1 Year
+25.80%
3 Years (annualized)
+28.21%
5 Years (annualized)
+18.49%
10 Years (annualized)
+20.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMCRX 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)
+11.24%
Peer Avg (YTD)
+8.97%
vs Peers
+2.27%

BMCRX Mutual Fund Performance

BMCRX performance across multiple time periods: 1-month -1.81%, YTD 11.24%, 1-year 25.80%, 3-year 28.21%, 5-year 18.49%, 10-year 20.95%.

BMCRX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

BMCRX performance comparison shows side-by-side returns with another fund. BMCRX alternatives are available in the Mutual Fund Screener.