BSMDX Mutual Fund

BSMDX Mutual Fund

NAV$13.38
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Returns Overview

1 Month
+7.55%
3 Months
-1.67%
6 Months
-10.68%
YTD
-5.05%
1 Year
+2.69%
3 Years (annualized)
+4.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSMDX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
-5.05%
Peer Avg (YTD)
-0.48%
vs Peers
-4.58%

BSMDX Mutual Fund Performance

BSMDX performance across multiple time periods: 1-month 7.55%, YTD -5.05%, 1-year 2.69%, 3-year 4.22%.

BSMDX returns trail the peer average of -0.48% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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