BMSTX Mutual Fund

BMSTX Mutual Fund

NAV$17.34
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Returns Overview

1 Month
-0.40%
3 Months
+8.84%
6 Months
+14.69%
YTD
+18.34%
1 Year
+21.67%
3 Years (annualized)
+16.83%
5 Years (annualized)
+10.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMSTX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+18.34%
Peer Avg (YTD)
+9.54%
vs Peers
+8.80%

BMSTX Mutual Fund Performance

BMSTX performance across multiple time periods: 1-month -0.40%, YTD 18.34%, 1-year 21.67%, 3-year 16.83%, 5-year 10.64%.

BMSTX 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.

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