BMIAX Mutual Fund

BMIAX Mutual Fund

NAV$6.12
See how much of BMIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.22%
3 Months
+4.16%
6 Months
+14.52%
YTD
+12.76%
1 Year
+8.49%
3 Years (annualized)
+12.15%
5 Years (annualized)
+17.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMIAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+12.76%
Peer Avg (YTD)
+11.10%
vs Peers
+1.66%

BMIAX Mutual Fund Performance

BMIAX performance across multiple time periods: 1-month -0.22%, YTD 12.76%, 1-year 8.49%, 3-year 12.15%, 5-year 17.80%.

BMIAX returns outperform the peer average of 11.10% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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