BMECX Mutual Fund

BMECX Mutual Fund

NAV$16.78
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Returns Overview

1 Month
+2.75%
3 Months
+0.43%
6 Months
+8.17%
YTD
+12.76%
1 Year
+18.22%
3 Years (annualized)
+15.94%
5 Years (annualized)
+8.65%
10 Years (annualized)
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMECX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.76%
Peer Avg (YTD)
+9.73%
vs Peers
+3.03%

BMECX Mutual Fund Performance

BMECX performance across multiple time periods: 1-month 2.75%, YTD 12.76%, 1-year 18.22%, 3-year 15.94%, 5-year 8.65%, 10-year 9.46%.

BMECX returns outperform the peer average of 9.73% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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