BSMIX Mutual Fund

BSMIX Mutual Fund

NAV$21.29
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Returns Overview

1 Month
+1.26%
3 Months
-2.65%
6 Months
+2.56%
YTD
+14.70%
1 Year
+18.07%
3 Years (annualized)
+20.63%
5 Years (annualized)
+6.63%
10 Years (annualized)
+11.33%

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)
+14.70%
Peer Avg (YTD)
+8.01%
vs Peers
+6.70%

BSMIX Mutual Fund Performance

BSMIX performance across multiple time periods: 1-month 1.26%, YTD 14.70%, 1-year 18.07%, 3-year 20.63%, 5-year 6.63%, 10-year 11.33%.

BSMIX returns outperform the peer average of 8.01% 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.