BMSYX Mutual Fund

NAV$17.87

Returns Overview

1 Month
+5.74%
3 Months
+18.50%
6 Months
+18.98%
YTD
+17.87%
1 Year
+23.80%
3 Years (annualized)
+18.21%
5 Years (annualized)
+11.20%

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
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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+17.87%
Peer Avg (YTD)
+10.82%
vs Peers
+7.05%

BMSYX Mutual Fund Performance

BMSYX performance across multiple time periods: 1-month 5.74%, YTD 17.87%, 1-year 23.80%, 3-year 18.21%, 5-year 11.20%.

BMSYX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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