BSCUX Mutual Fund

BSCUX Mutual Fund

NAV$32.70
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Returns Overview

1 Month
-2.50%
3 Months
+5.33%
6 Months
+0.84%
YTD
+0.78%
1 Year
-1.97%
3 Years (annualized)
+6.35%
5 Years (annualized)
+0.79%
10 Years (annualized)
+10.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSCUX 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
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🏦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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.78%
Peer Avg (YTD)
+15.31%
vs Peers
-14.53%

BSCUX Mutual Fund Performance

BSCUX performance across multiple time periods: 1-month -2.50%, YTD 0.78%, 1-year -1.97%, 3-year 6.35%, 5-year 0.79%, 10-year 10.41%.

BSCUX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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