BMRRX Mutual Fund

BMRRX Mutual Fund

NAV$21.72
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Returns Overview

1 Month
-6.49%
3 Months
-10.01%
6 Months
-7.27%
YTD
-4.94%
1 Year
-8.23%
3 Years (annualized)
+9.60%
5 Years (annualized)
-3.87%
10 Years (annualized)
+10.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMRRX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-4.94%
Peer Avg (YTD)
+8.01%
vs Peers
-12.94%

BMRRX Mutual Fund Performance

BMRRX performance across multiple time periods: 1-month -6.49%, YTD -4.94%, 1-year -8.23%, 3-year 9.60%, 5-year -3.87%, 10-year 10.13%.

BMRRX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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