BMSIX Mutual Fund

NAV$8.94

Returns Overview

1 Month
+0.08%
3 Months
+1.05%
6 Months
+0.21%
YTD
+0.32%
1 Year
+4.30%
3 Years (annualized)
+6.73%
5 Years (annualized)
+1.92%
10 Years (annualized)
+3.91%

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
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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+0.32%
Peer Avg (YTD)
+3.23%
vs Peers
-2.91%

BMSIX Mutual Fund Performance

BMSIX performance across multiple time periods: 1-month 0.08%, YTD 0.32%, 1-year 4.30%, 3-year 6.73%, 5-year 1.92%, 10-year 3.91%.

BMSIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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