BMICX Mutual Fund

NAV$9.66

Returns Overview

1 Month
-0.13%
3 Months
+2.32%
6 Months
+1.59%
YTD
+1.59%
1 Year
+5.03%
3 Years (annualized)
+6.45%
5 Years (annualized)
+2.76%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.59%
Peer Avg (YTD)
+4.14%
vs Peers
-2.55%

BMICX Mutual Fund Performance

BMICX performance across multiple time periods: 1-month -0.13%, YTD 1.59%, 1-year 5.03%, 3-year 6.45%, 5-year 2.76%.

BMICX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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