BMCRX Mutual Fund

BMCRX Mutual Fund

NAV$30.02
See how much of BMCRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.25%
3 Months
+2.08%
6 Months
+7.27%
YTD
+6.51%
1 Year
+16.39%
3 Years (annualized)
+21.95%
5 Years (annualized)
+12.10%
10 Years (annualized)
+16.81%

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
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)
+6.51%
Peer Avg (YTD)
+6.23%
vs Peers
+0.28%

BMCRX Mutual Fund Performance

BMCRX performance across multiple time periods: 1-month -4.25%, YTD 6.51%, 1-year 16.39%, 3-year 21.95%, 5-year 12.10%, 10-year 16.81%.

BMCRX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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