BSMAX Mutual Fund

BSMAX Mutual Fund

NAV$22.05
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Returns Overview

1 Month
-2.61%
3 Months
+5.30%
6 Months
+13.67%
YTD
+19.34%
1 Year
+30.31%
3 Years (annualized)
+15.10%
5 Years (annualized)
+7.76%
10 Years (annualized)
+11.04%

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)
+19.34%
Peer Avg (YTD)
+9.54%
vs Peers
+9.80%

BSMAX Mutual Fund Performance

BSMAX performance across multiple time periods: 1-month -2.61%, YTD 19.34%, 1-year 30.31%, 3-year 15.10%, 5-year 7.76%, 10-year 11.04%.

BSMAX returns outperform the peer average of 9.54% 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.