BMRRX Mutual Fund

BMRRX Mutual Fund

NAV$25.21
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Returns Overview

1 Month
-7.01%
3 Months
+3.04%
6 Months
-11.70%
YTD
+7.14%
1 Year
+3.20%
3 Years (annualized)
+8.14%
5 Years (annualized)
-0.70%
10 Years (annualized)
+11.25%

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)
+7.14%
Peer Avg (YTD)
+9.54%
vs Peers
-2.40%

BMRRX Mutual Fund Performance

BMRRX performance across multiple time periods: 1-month -7.01%, YTD 7.14%, 1-year 3.20%, 3-year 8.14%, 5-year -0.70%, 10-year 11.25%.

BMRRX returns trail the peer average of 9.54% 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.