BMECX Mutual Fund

BMECX Mutual Fund

NAV$17.06
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Returns Overview

1 Month
+3.27%
3 Months
+7.66%
6 Months
+9.23%
YTD
+12.23%
1 Year
+22.28%
3 Years (annualized)
+12.13%
5 Years (annualized)
+9.01%
10 Years (annualized)
+9.25%

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)
+12.23%
Peer Avg (YTD)
+8.69%
vs Peers
+3.54%

BMECX Mutual Fund Performance

BMECX performance across multiple time periods: 1-month 3.27%, YTD 12.23%, 1-year 22.28%, 3-year 12.13%, 5-year 9.01%, 10-year 9.25%.

BMECX returns outperform the peer average of 8.69% YTD. With an expense ratio of 1.85%, 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.