BMSFX Mutual Fund

BMSFX Mutual Fund

NAV$17.55
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Returns Overview

1 Month
+0.34%
3 Months
+5.61%
6 Months
+11.68%
YTD
+18.72%
1 Year
+17.82%
3 Years (annualized)
+18.00%
5 Years (annualized)
+10.14%
10 Years (annualized)
+12.03%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+18.72%
Peer Avg (YTD)
+9.89%
vs Peers
+8.83%

BMSFX Mutual Fund Performance

BMSFX performance across multiple time periods: 1-month 0.34%, YTD 18.72%, 1-year 17.82%, 3-year 18.00%, 5-year 10.14%, 10-year 12.03%.

BMSFX returns outperform the peer average of 9.89% 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.