BMRRX Mutual Fund

NAV$25.23

Returns Overview

1 Month
+5.45%
3 Months
+20.92%
6 Months
+15.22%
YTD
+13.61%
1 Year
+9.79%
3 Years (annualized)
+11.94%
5 Years (annualized)
+1.41%
10 Years (annualized)
+12.55%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+13.61%
Peer Avg (YTD)
+10.82%
vs Peers
+2.79%

BMRRX Mutual Fund Performance

BMRRX performance across multiple time periods: 1-month 5.45%, YTD 13.61%, 1-year 9.79%, 3-year 11.94%, 5-year 1.41%, 10-year 12.55%.

BMRRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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