BMSFX Mutual Fund

NAV$18.10

Returns Overview

1 Month
+5.67%
3 Months
+18.39%
6 Months
+18.79%
YTD
+17.69%
1 Year
+23.40%
3 Years (annualized)
+17.78%
5 Years (annualized)
+10.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMSFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+17.69%
Peer Avg (YTD)
+10.82%
vs Peers
+6.87%

BMSFX Mutual Fund Performance

BMSFX performance across multiple time periods: 1-month 5.67%, YTD 17.69%, 1-year 23.40%, 3-year 17.78%, 5-year 10.82%.

BMSFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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