BMSFX Mutual Fund

BMSFX Mutual Fund

NAV$17.56
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Returns Overview

1 Month
+2.64%
3 Months
-0.68%
6 Months
+8.09%
YTD
+16.42%
1 Year
+18.38%
3 Years (annualized)
+21.61%
5 Years (annualized)
+9.66%
10 Years (annualized)
+12.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMSFX 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)
+16.42%
Peer Avg (YTD)
+8.01%
vs Peers
+8.42%

BMSFX Mutual Fund Performance

BMSFX performance across multiple time periods: 1-month 2.64%, YTD 16.42%, 1-year 18.38%, 3-year 21.61%, 5-year 9.66%, 10-year 12.02%.

BMSFX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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