BSMAX Mutual Fund

BSMAX Mutual Fund

NAV$21.25
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Returns Overview

1 Month
+1.24%
3 Months
-2.72%
6 Months
+2.44%
YTD
+14.52%
1 Year
+17.82%
3 Years (annualized)
+20.35%
5 Years (annualized)
+6.37%
10 Years (annualized)
+11.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSMAX 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
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📉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
Russell 2500 Total Return(^R25ITR)
This Mutual Fund (YTD)
+14.52%
Peer Avg (YTD)
+8.01%
vs Peers
+6.51%

BSMAX Mutual Fund Performance

BSMAX performance across multiple time periods: 1-month 1.24%, YTD 14.52%, 1-year 17.82%, 3-year 20.35%, 5-year 6.37%, 10-year 11.06%.

BSMAX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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