BSCUX Mutual Fund

BSCUX Mutual Fund

NAV$30.85
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Returns Overview

1 Month
+6.35%
3 Months
+0.69%
6 Months
+6.06%
YTD
+1.47%
1 Year
+1.96%
3 Years (annualized)
+11.77%
5 Years (annualized)
-0.31%
10 Years (annualized)
+10.62%

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)
+1.47%
Peer Avg (YTD)
+12.21%
vs Peers
-10.74%

BSCUX Mutual Fund Performance

BSCUX performance across multiple time periods: 1-month 6.35%, YTD 1.47%, 1-year 1.96%, 3-year 11.77%, 5-year -0.31%, 10-year 10.62%.

BSCUX returns trail the peer average of 12.21% 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.