BSMAX Mutual Fund

NAV$22.51

Returns Overview

1 Month
+3.67%
3 Months
+20.11%
6 Months
+22.55%
YTD
+20.89%
1 Year
+36.34%
3 Years (annualized)
+17.99%
5 Years (annualized)
+7.95%
10 Years (annualized)
+11.90%

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
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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2500 Total Return(^R25ITR)
This Mutual Fund (YTD)
+20.89%
Peer Avg (YTD)
+10.82%
vs Peers
+10.07%

BSMAX Mutual Fund Performance

BSMAX performance across multiple time periods: 1-month 3.67%, YTD 20.89%, 1-year 36.34%, 3-year 17.99%, 5-year 7.95%, 10-year 11.90%.

BSMAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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