BSMKX Mutual Fund

BSMKX Mutual Fund

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Returns Overview

1 Month
-4.96%
3 Months
-6.04%
6 Months
+13.15%
YTD
+13.94%
1 Year
+20.79%
3 Years (annualized)
+20.00%
5 Years (annualized)
+11.30%
10 Years (annualized)
+14.97%

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
PROUpgrade to run
🏦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)
+13.94%
Peer Avg (YTD)
+6.72%
vs Peers
+7.22%

BSMKX Mutual Fund Performance

BSMKX performance across multiple time periods: 1-month -4.96%, YTD 13.94%, 1-year 20.79%, 3-year 20.00%, 5-year 11.30%, 10-year 14.97%.

BSMKX returns outperform the peer average of 6.72% 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.