BMPEX Mutual Fund

BMPEX Mutual Fund

NAV$28.54
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Returns Overview

1 Month
+3.80%
3 Months
+0.75%
6 Months
+6.03%
YTD
+0.39%
1 Year
+4.45%
3 Years (annualized)
+15.77%
5 Years (annualized)
+6.38%
10 Years (annualized)
+11.77%

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)
+0.39%
Peer Avg (YTD)
+9.28%
vs Peers
-8.88%

BMPEX Mutual Fund Performance

BMPEX performance across multiple time periods: 1-month 3.80%, YTD 0.39%, 1-year 4.45%, 3-year 15.77%, 5-year 6.38%, 10-year 11.77%.

BMPEX returns trail the peer average of 9.28% 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.