BMSIX Mutual Fund

BMSIX Mutual Fund

NAV$8.71
See how much of BMSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.41%
3 Months
+0.14%
6 Months
-0.44%
YTD
+0.37%
1 Year
+2.70%
3 Years (annualized)
+6.38%
5 Years (annualized)
+1.91%
10 Years (annualized)
+3.66%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+0.37%
Peer Avg (YTD)
+2.15%
vs Peers
-1.78%

BMSIX Mutual Fund Performance

BMSIX performance across multiple time periods: 1-month 0.41%, YTD 0.37%, 1-year 2.70%, 3-year 6.38%, 5-year 1.91%, 10-year 3.66%.

BMSIX returns trail the peer average of 2.15% 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.