BMPEX Mutual Fund

NAV$28.80

Returns Overview

1 Month
+1.40%
3 Months
+9.33%
6 Months
-4.50%
YTD
-4.64%
1 Year
+1.10%
3 Years (annualized)
+11.39%
5 Years (annualized)
+7.03%
10 Years (annualized)
+11.60%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-4.64%
Peer Avg (YTD)
+9.51%
vs Peers
-14.15%

BMPEX Mutual Fund Performance

BMPEX performance across multiple time periods: 1-month 1.40%, YTD -4.64%, 1-year 1.10%, 3-year 11.39%, 5-year 7.03%, 10-year 11.60%.

BMPEX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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