BNCAX Mutual Fund

BNCAX Mutual Fund

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Returns Overview

1 Month
-1.66%
3 Months
-0.96%
6 Months
-1.54%
YTD
-0.86%
1 Year
+2.47%
3 Years (annualized)
+1.95%
5 Years (annualized)
-0.08%
10 Years (annualized)
+0.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BNCAX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.86%
Peer Avg (YTD)
+0.23%
vs Peers
-1.09%

BNCAX Mutual Fund Performance

BNCAX performance across multiple time periods: 1-month -1.66%, YTD -0.86%, 1-year 2.47%, 3-year 1.95%, 5-year -0.08%, 10-year 0.90%.

BNCAX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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