BMPIX Mutual Fund

NAV$130.61

Returns Overview

1 Month
-0.81%
3 Months
+1.90%
6 Months
+17.12%
YTD
+14.18%
1 Year
+21.34%
3 Years (annualized)
+7.89%
5 Years (annualized)
+5.84%
10 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMPIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.18%
Peer Avg (YTD)
+3.47%
vs Peers
+10.71%

BMPIX Mutual Fund Performance

BMPIX performance across multiple time periods: 1-month -0.81%, YTD 14.18%, 1-year 21.34%, 3-year 7.89%, 5-year 5.84%, 10-year 10.55%.

BMPIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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