BMSBX Mutual Fund

NAV$17.21

Returns Overview

1 Month
+0.12%
3 Months
+8.86%
6 Months
+13.45%
YTD
+16.68%
1 Year
+22.45%
3 Years (annualized)
+16.89%
5 Years (annualized)
+9.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMSBX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+16.68%
Peer Avg (YTD)
+10.82%
vs Peers
+5.86%

BMSBX Mutual Fund Performance

BMSBX performance across multiple time periods: 1-month 0.12%, YTD 16.68%, 1-year 22.45%, 3-year 16.89%, 5-year 9.91%.

BMSBX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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