BMSYX Mutual Fund

BMSYX Mutual Fund

NAV$17.68
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Returns Overview

1 Month
-0.34%
3 Months
+8.97%
6 Months
+14.94%
YTD
+18.57%
1 Year
+22.13%
3 Years (annualized)
+17.25%
5 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMSYX 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
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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)
+18.57%
Peer Avg (YTD)
+9.54%
vs Peers
+9.03%

BMSYX Mutual Fund Performance

BMSYX performance across multiple time periods: 1-month -0.34%, YTD 18.57%, 1-year 22.13%, 3-year 17.25%, 5-year 11.02%.

BMSYX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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