BMSIX Mutual Fund

BMSIX Mutual Fund

NAV$8.82
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Returns Overview

1 Month
-0.35%
3 Months
+0.15%
6 Months
-0.45%
YTD
+0.28%
1 Year
+3.45%
3 Years (annualized)
+6.66%
5 Years (annualized)
+2.30%
10 Years (annualized)
+3.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMSIX 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)
+0.28%
Peer Avg (YTD)
+0.12%
vs Peers
+0.16%

BMSIX Mutual Fund Performance

BMSIX performance across multiple time periods: 1-month -0.35%, YTD 0.28%, 1-year 3.45%, 3-year 6.66%, 5-year 2.30%, 10-year 3.89%.

BMSIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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