BMSBX Mutual Fund

BMSBX Mutual Fund

NAV$17.12
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Returns Overview

1 Month
+2.59%
3 Months
-0.87%
6 Months
+7.70%
YTD
+16.77%
1 Year
+17.57%
3 Years (annualized)
+20.70%
5 Years (annualized)
+8.84%
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
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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 3000 Index(^RUA)
This Mutual Fund (YTD)
+16.77%
Peer Avg (YTD)
+10.76%
vs Peers
+6.01%

BMSBX Mutual Fund Performance

BMSBX performance across multiple time periods: 1-month 2.59%, YTD 16.77%, 1-year 17.57%, 3-year 20.70%, 5-year 8.84%, 10-year 10.88%.

BMSBX returns outperform the peer average of 10.76% 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.