BMSAX Mutual Fund

BMSAX Mutual Fund

NAV$8.72
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Returns Overview

1 Month
+0.39%
3 Months
+0.07%
6 Months
-0.55%
YTD
+0.23%
1 Year
+2.47%
3 Years (annualized)
+6.14%
5 Years (annualized)
+1.74%
10 Years (annualized)
+3.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMSAX 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
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📉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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+0.23%
Peer Avg (YTD)
+2.15%
vs Peers
-1.92%

BMSAX Mutual Fund Performance

BMSAX performance across multiple time periods: 1-month 0.39%, YTD 0.23%, 1-year 2.47%, 3-year 6.14%, 5-year 1.74%, 10-year 3.46%.

BMSAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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