BMICX Mutual Fund

BMICX Mutual Fund

NAV$9.37
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Returns Overview

1 Month
+0.81%
3 Months
+0.27%
6 Months
-0.02%
YTD
+2.00%
1 Year
+4.09%
3 Years (annualized)
+6.60%
5 Years (annualized)
+2.56%
10 Years (annualized)
+3.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMICX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.00%
Peer Avg (YTD)
+3.78%
vs Peers
-1.78%

BMICX Mutual Fund Performance

BMICX performance across multiple time periods: 1-month 0.81%, YTD 2.00%, 1-year 4.09%, 3-year 6.60%, 5-year 2.56%, 10-year 3.23%.

BMICX returns trail the peer average of 3.78% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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