BMPSX Mutual Fund

BMPSX Mutual Fund

NAV$100.09
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Returns Overview

1 Month
+6.24%
3 Months
+3.25%
6 Months
-4.18%
YTD
+21.41%
1 Year
+17.48%
3 Years (annualized)
+8.71%
5 Years (annualized)
+5.16%
10 Years (annualized)
+9.08%

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
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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)
+21.41%
Peer Avg (YTD)
+4.75%
vs Peers
+16.66%

BMPSX Mutual Fund Performance

BMPSX performance across multiple time periods: 1-month 6.24%, YTD 21.41%, 1-year 17.48%, 3-year 8.71%, 5-year 5.16%, 10-year 9.08%.

BMPSX returns outperform the peer average of 4.75% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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