BMPEX Mutual Fund

BMPEX Mutual Fund

NAV$27.70
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Returns Overview

1 Month
+3.90%
3 Months
+10.09%
6 Months
+10.30%
YTD
+3.53%
1 Year
+2.65%
3 Years (annualized)
+13.18%
5 Years (annualized)
+7.74%
10 Years (annualized)
+11.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMPEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.53%
Peer Avg (YTD)
+11.21%
vs Peers
-7.68%

BMPEX Mutual Fund Performance

BMPEX performance across multiple time periods: 1-month 3.90%, YTD 3.53%, 1-year 2.65%, 3-year 13.18%, 5-year 7.74%, 10-year 11.92%.

BMPEX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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