BMDSX Mutual Fund

BMDSX Mutual Fund

NAV$18.12
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Returns Overview

1 Month
-1.35%
3 Months
+3.94%
6 Months
+5.39%
YTD
+6.81%
1 Year
-1.46%
3 Years (annualized)
-0.78%
5 Years (annualized)
-2.41%
10 Years (annualized)
+8.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMDSX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+6.81%
Peer Avg (YTD)
+9.54%
vs Peers
-2.73%

BMDSX Mutual Fund Performance

BMDSX performance across multiple time periods: 1-month -1.35%, YTD 6.81%, 1-year -1.46%, 3-year -0.78%, 5-year -2.41%, 10-year 8.66%.

BMDSX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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