BCAIX Mutual Fund

NAV$40.29

Returns Overview

1 Month
-1.47%
3 Months
+2.36%
6 Months
+2.96%
YTD
+7.47%
1 Year
+18.38%
3 Years (annualized)
+12.03%
5 Years (annualized)
+3.83%
10 Years (annualized)
+7.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCAIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+7.47%
Peer Avg (YTD)
+9.13%
vs Peers
-1.66%

BCAIX Mutual Fund Performance

BCAIX performance across multiple time periods: 1-month -1.47%, YTD 7.47%, 1-year 18.38%, 3-year 12.03%, 5-year 3.83%, 10-year 7.40%.

BCAIX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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