BMSCX Mutual Fund

BMSCX Mutual Fund

NAV$8.83
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Returns Overview

1 Month
-0.55%
3 Months
-0.55%
6 Months
-0.86%
YTD
-0.64%
1 Year
+2.51%
3 Years (annualized)
+5.57%
5 Years (annualized)
+1.29%
10 Years (annualized)
+2.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMSCX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-0.64%
Peer Avg (YTD)
+0.12%
vs Peers
-0.76%

BMSCX Mutual Fund Performance

BMSCX performance across multiple time periods: 1-month -0.55%, YTD -0.64%, 1-year 2.51%, 3-year 5.57%, 5-year 1.29%, 10-year 2.86%.

BMSCX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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