BMPSX Mutual Fund

BMPSX Mutual Fund

NAV$114.97
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Returns Overview

1 Month
-1.94%
3 Months
-4.15%
6 Months
+1.27%
YTD
+14.28%
1 Year
+18.67%
3 Years (annualized)
+4.53%
5 Years (annualized)
+3.84%
10 Years (annualized)
+8.39%

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)
+14.28%
Peer Avg (YTD)
+2.39%
vs Peers
+11.89%

BMPSX Mutual Fund Performance

BMPSX performance across multiple time periods: 1-month -1.94%, YTD 14.28%, 1-year 18.67%, 3-year 4.53%, 5-year 3.84%, 10-year 8.39%.

BMPSX returns outperform the peer average of 2.39% 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.