BSMIX Mutual Fund

BSMIX Mutual Fund

NAV$22.10
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Returns Overview

1 Month
-2.60%
3 Months
+5.36%
6 Months
+13.78%
YTD
+19.44%
1 Year
+30.63%
3 Years (annualized)
+15.38%
5 Years (annualized)
+8.02%
10 Years (annualized)
+11.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSMIX 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)
+19.44%
Peer Avg (YTD)
+9.54%
vs Peers
+9.90%

BSMIX Mutual Fund Performance

BSMIX performance across multiple time periods: 1-month -2.60%, YTD 19.44%, 1-year 30.63%, 3-year 15.38%, 5-year 8.02%, 10-year 11.30%.

BSMIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this mutual fund.

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