BSCAX Mutual Fund

BSCAX Mutual Fund

NAV$24.25
See how much of BSCAX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.29%
3 Months
+7.81%
6 Months
+13.45%
YTD
+23.37%
1 Year
+43.43%
3 Years (annualized)
+25.60%
5 Years (annualized)
+17.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSCAX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+23.37%
Peer Avg (YTD)
+15.31%
vs Peers
+8.05%

BSCAX Mutual Fund Performance

BSCAX performance across multiple time periods: 1-month 0.29%, YTD 23.37%, 1-year 43.43%, 3-year 25.60%, 5-year 17.86%.

BSCAX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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