BMPEX Mutual Fund

BMPEX Mutual Fund

NAV$29.22
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Returns Overview

1 Month
+4.49%
3 Months
+5.24%
6 Months
+0.72%
YTD
-0.36%
1 Year
+3.29%
3 Years (annualized)
+11.22%
5 Years (annualized)
+7.30%
10 Years (annualized)
+11.63%

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
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📉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)
-0.36%
Peer Avg (YTD)
+9.41%
vs Peers
-9.77%

BMPEX Mutual Fund Performance

BMPEX performance across multiple time periods: 1-month 4.49%, YTD -0.36%, 1-year 3.29%, 3-year 11.22%, 5-year 7.30%, 10-year 11.63%.

BMPEX returns trail the peer average of 9.41% 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.