BSMIX Mutual Fund

NAV$22.55

Returns Overview

1 Month
+3.66%
3 Months
+20.19%
6 Months
+22.62%
YTD
+20.97%
1 Year
+36.72%
3 Years (annualized)
+18.29%
5 Years (annualized)
+8.22%
10 Years (annualized)
+12.16%

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
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)
+20.97%
Peer Avg (YTD)
+10.82%
vs Peers
+10.16%

BSMIX Mutual Fund Performance

BSMIX performance across multiple time periods: 1-month 3.66%, YTD 20.97%, 1-year 36.72%, 3-year 18.29%, 5-year 8.22%, 10-year 12.16%.

BSMIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this mutual fund.

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