BCOSX Mutual Fund

NAV$10.57

Returns Overview

1 Month
-1.40%
3 Months
-1.67%
6 Months
-2.49%
YTD
-2.49%
1 Year
+3.91%
3 Years (annualized)
+4.74%
5 Years (annualized)
+0.45%
10 Years (annualized)
+2.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCOSX 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
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays US Universal Bond Index(^BBUUNIVB)
This Mutual Fund (YTD)
-2.49%
Peer Avg (YTD)
+1.76%
vs Peers
-4.25%

BCOSX Mutual Fund Performance

BCOSX performance across multiple time periods: 1-month -1.40%, YTD -2.49%, 1-year 3.91%, 3-year 4.74%, 5-year 0.45%, 10-year 2.09%.

BCOSX returns trail the peer average of 1.76% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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