BMCXX Mutual Fund

BMCXX Mutual Fund

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Returns Overview

3 Months
+0.43%
6 Months
+1.07%
YTD
+2.16%
1 Year
+2.39%
3 Years (annualized)
+3.30%
5 Years (annualized)
+2.81%
10 Years (annualized)
+1.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMCXX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+2.16%
Peer Avg (YTD)
+2.21%
vs Peers
-0.06%

BMCXX Mutual Fund Performance

BMCXX performance across multiple time periods: YTD 2.16%, 1-year 2.39%, 3-year 3.30%, 5-year 2.81%, 10-year 1.61%.

BMCXX returns trail the peer average of 2.21% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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