BMSDX Mutual Fund

NAV$17.55

Returns Overview

1 Month
+5.64%
3 Months
+18.18%
6 Months
+18.34%
YTD
+17.29%
1 Year
+22.46%
3 Years (annualized)
+16.90%
5 Years (annualized)
+9.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMSDX 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
PROUpgrade to run

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 3000 Index(^RUA)
This Mutual Fund (YTD)
+17.29%
Peer Avg (YTD)
+10.82%
vs Peers
+6.47%

BMSDX Mutual Fund Performance

BMSDX performance across multiple time periods: 1-month 5.64%, YTD 17.29%, 1-year 22.46%, 3-year 16.90%, 5-year 9.91%.

BMSDX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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