BMDSX Mutual Fund

NAV$17.81

Returns Overview

1 Month
+4.00%
3 Months
+11.68%
6 Months
+9.17%
YTD
+8.27%
1 Year
+15.55%
3 Years (annualized)
+4.59%
5 Years (annualized)
+2.10%
10 Years (annualized)
+13.72%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+8.27%
Peer Avg (YTD)
+10.82%
vs Peers
-2.54%

BMDSX Mutual Fund Performance

BMDSX performance across multiple time periods: 1-month 4.00%, YTD 8.27%, 1-year 15.55%, 3-year 4.59%, 5-year 2.10%, 10-year 13.72%.

BMDSX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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