BSCAX Mutual Fund

BSCAX Mutual Fund

NAV$23.10
See how much of BSCAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.26%
3 Months
-4.06%
6 Months
+3.43%
YTD
+18.35%
1 Year
+22.97%
3 Years (annualized)
+27.24%
5 Years (annualized)
+16.57%

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)
+18.35%
Peer Avg (YTD)
+12.21%
vs Peers
+6.14%

BSCAX Mutual Fund Performance

BSCAX performance across multiple time periods: 1-month 4.26%, YTD 18.35%, 1-year 22.97%, 3-year 27.24%, 5-year 16.57%.

BSCAX returns outperform the peer average of 12.21% 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.