BMPSX Mutual Fund

NAV$112.86

Returns Overview

1 Month
-0.90%
3 Months
+1.65%
6 Months
+16.54%
YTD
+13.62%
1 Year
+20.13%
3 Years (annualized)
+6.82%
5 Years (annualized)
+4.79%
10 Years (annualized)
+9.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMPSX 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)
+13.62%
Peer Avg (YTD)
+3.47%
vs Peers
+10.15%

BMPSX Mutual Fund Performance

BMPSX performance across multiple time periods: 1-month -0.90%, YTD 13.62%, 1-year 20.13%, 3-year 6.82%, 5-year 4.79%, 10-year 9.49%.

BMPSX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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