BMCCX Mutual Fund

BMCCX Mutual Fund

NAV$19.23
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Returns Overview

1 Month
-5.76%
3 Months
+0.46%
6 Months
+2.41%
YTD
+6.70%
1 Year
+3.61%
3 Years (annualized)
+24.92%
5 Years (annualized)
+10.59%
10 Years (annualized)
+16.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMCCX 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)
+6.70%
Peer Avg (YTD)
+4.64%
vs Peers
+2.06%

BMCCX Mutual Fund Performance

BMCCX performance across multiple time periods: 1-month -5.76%, YTD 6.70%, 1-year 3.61%, 3-year 24.92%, 5-year 10.59%, 10-year 16.32%.

BMCCX returns outperform the peer average of 4.64% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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