BMEAX Mutual Fund

BMEAX Mutual Fund

NAV$27.49
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Returns Overview

1 Month
+3.33%
3 Months
+7.87%
6 Months
+9.64%
YTD
+12.70%
1 Year
+23.18%
3 Years (annualized)
+12.93%
5 Years (annualized)
+9.87%
10 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMEAX 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
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📉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 Value Index(RLV)
This Mutual Fund (YTD)
+12.70%
Peer Avg (YTD)
+8.69%
vs Peers
+4.01%

BMEAX Mutual Fund Performance

BMEAX performance across multiple time periods: 1-month 3.33%, YTD 12.70%, 1-year 23.18%, 3-year 12.93%, 5-year 9.87%, 10-year 9.84%.

BMEAX returns outperform the peer average of 8.69% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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