BCMSX Mutual Fund

NAV$12.58

Returns Overview

3 Months
-1.95%
6 Months
-6.05%
YTD
-2.40%
1 Year
+100.46%
3 Years (annualized)
+14.17%
5 Years (annualized)
+21.16%
10 Years (annualized)
+13.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCMSX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-2.40%
Peer Avg (YTD)
+16.66%
vs Peers
-19.06%

BCMSX Mutual Fund Performance

BCMSX performance across multiple time periods: YTD -2.40%, 1-year 100.46%, 3-year 14.17%, 5-year 21.16%, 10-year 13.87%.

BCMSX returns trail the peer average of 16.66% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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