BMCIX Mutual Fund

NAV$32.19

Returns Overview

1 Month
+1.07%
3 Months
+5.75%
6 Months
+3.97%
YTD
+6.31%
1 Year
+20.01%
3 Years (annualized)
+12.88%
5 Years (annualized)
+9.49%
10 Years (annualized)
+10.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMCIX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+6.31%
Peer Avg (YTD)
+8.36%
vs Peers
-2.05%

BMCIX Mutual Fund Performance

BMCIX performance across multiple time periods: 1-month 1.07%, YTD 6.31%, 1-year 20.01%, 3-year 12.88%, 5-year 9.49%, 10-year 10.32%.

BMCIX returns trail the peer average of 8.36% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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