BMSBX Mutual Fund

BMSBX Mutual Fund

NAV$16.75
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Returns Overview

1 Month
+0.29%
3 Months
+5.44%
6 Months
+11.28%
YTD
+18.14%
1 Year
+16.90%
3 Years (annualized)
+17.13%
5 Years (annualized)
+9.32%
10 Years (annualized)
+10.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMSBX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+18.14%
Peer Avg (YTD)
+9.89%
vs Peers
+8.25%

BMSBX Mutual Fund Performance

BMSBX performance across multiple time periods: 1-month 0.29%, YTD 18.14%, 1-year 16.90%, 3-year 17.13%, 5-year 9.32%, 10-year 10.88%.

BMSBX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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