BSMKX Mutual Fund

BSMKX Mutual Fund

NAV$21.33
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Returns Overview

1 Month
-2.58%
3 Months
+5.37%
6 Months
+13.81%
YTD
+19.53%
1 Year
+30.69%
3 Years (annualized)
+15.45%
5 Years (annualized)
+8.08%
10 Years (annualized)
+11.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSMKX 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 Total Return(^R25ITR)
This Mutual Fund (YTD)
+19.53%
Peer Avg (YTD)
+9.54%
vs Peers
+9.99%

BSMKX Mutual Fund Performance

BSMKX performance across multiple time periods: 1-month -2.58%, YTD 19.53%, 1-year 30.69%, 3-year 15.45%, 5-year 8.08%, 10-year 11.37%.

BSMKX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

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