BSCRX Mutual Fund

BSCRX Mutual Fund

NAV$22.93
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Returns Overview

1 Month
+0.30%
3 Months
+7.93%
6 Months
+13.65%
YTD
+23.67%
1 Year
+44.00%
3 Years (annualized)
+26.10%
5 Years (annualized)
+18.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSCRX 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)
+23.67%
Peer Avg (YTD)
+15.31%
vs Peers
+8.36%

BSCRX Mutual Fund Performance

BSCRX performance across multiple time periods: 1-month 0.30%, YTD 23.67%, 1-year 44.00%, 3-year 26.10%, 5-year 18.48%.

BSCRX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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