BMIDX Mutual Fund

BMIDX Mutual Fund

NAV$9.70
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Returns Overview

1 Month
-4.80%
3 Months
-9.00%
6 Months
-13.22%
YTD
-9.09%
1 Year
+2.44%
3 Years (annualized)
+7.94%
5 Years (annualized)
+3.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMIDX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-9.09%
Peer Avg (YTD)
-1.52%
vs Peers
-7.57%

BMIDX Mutual Fund Performance

BMIDX performance across multiple time periods: 1-month -4.80%, YTD -9.09%, 1-year 2.44%, 3-year 7.94%, 5-year 3.58%.

BMIDX returns trail the peer average of -1.52% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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