BCONX Mutual Fund

NAV$9.54

Returns Overview

1 Month
+0.27%
3 Months
+2.64%
6 Months
+2.28%
YTD
+2.38%
1 Year
+6.11%
3 Years (annualized)
+9.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCONX 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
ICE BofA BB-B US High Yield Index
This Mutual Fund (YTD)
+2.38%
Peer Avg (YTD)
+3.23%
vs Peers
-0.85%

BCONX Mutual Fund Performance

BCONX performance across multiple time periods: 1-month 0.27%, YTD 2.38%, 1-year 6.11%, 3-year 9.31%.

BCONX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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