BMSFX Mutual Fund

BMSFX Mutual Fund

NAV$17.34
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Returns Overview

1 Month
-0.40%
3 Months
+8.83%
6 Months
+14.70%
YTD
+18.32%
1 Year
+21.68%
3 Years (annualized)
+16.81%
5 Years (annualized)
+10.63%

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)
+18.32%
Peer Avg (YTD)
+9.54%
vs Peers
+8.78%

BMSFX Mutual Fund Performance

BMSFX performance across multiple time periods: 1-month -0.40%, YTD 18.32%, 1-year 21.68%, 3-year 16.81%, 5-year 10.63%.

BMSFX returns outperform the peer average of 9.54% 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.