BMISX Mutual Fund

NAV$6.04

Returns Overview

1 Month
-0.26%
3 Months
+3.91%
6 Months
+14.16%
YTD
+12.12%
1 Year
+7.85%
3 Years (annualized)
+11.35%
5 Years (annualized)
+16.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMISX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+12.12%
Peer Avg (YTD)
+11.10%
vs Peers
+1.02%

BMISX Mutual Fund Performance

BMISX performance across multiple time periods: 1-month -0.26%, YTD 12.12%, 1-year 7.85%, 3-year 11.35%, 5-year 16.93%.

BMISX returns outperform the peer average of 11.10% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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