BMCAX Mutual Fund

BMCAX Mutual Fund

NAV$26.90
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Returns Overview

1 Month
-5.75%
3 Months
+0.63%
6 Months
+2.82%
YTD
+7.36%
1 Year
+4.39%
3 Years (annualized)
+25.84%
5 Years (annualized)
+11.41%
10 Years (annualized)
+16.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMCAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.36%
Peer Avg (YTD)
+4.64%
vs Peers
+2.72%

BMCAX Mutual Fund Performance

BMCAX performance across multiple time periods: 1-month -5.75%, YTD 7.36%, 1-year 4.39%, 3-year 25.84%, 5-year 11.41%, 10-year 16.99%.

BMCAX returns outperform the peer average of 4.64% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

BMCAX vs another fund shows side-by-side returns. BMCAX alternatives are available in the Mutual Fund Screener.