BCEMX Mutual Fund

NAV$33.03

Returns Overview

1 Month
-6.56%
3 Months
-3.28%
6 Months
+4.03%
YTD
+9.23%
1 Year
+46.24%
3 Years (annualized)
+22.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCEMX 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
Access Balanced Composite Benchmark(^ABCB)
This Mutual Fund (YTD)
+9.23%
Peer Avg (YTD)
+23.08%
vs Peers
-13.85%

BCEMX Mutual Fund Performance

BCEMX performance across multiple time periods: 1-month -6.56%, YTD 9.23%, 1-year 46.24%, 3-year 22.41%.

BCEMX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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