BMSSX Mutual Fund

NAV$17.66

Returns Overview

1 Month
+5.68%
3 Months
+18.34%
6 Months
+18.66%
YTD
+17.54%
1 Year
+23.08%
3 Years (annualized)
+17.49%
5 Years (annualized)
+10.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMSSX 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)
+17.54%
Peer Avg (YTD)
+10.82%
vs Peers
+6.72%

BMSSX Mutual Fund Performance

BMSSX performance across multiple time periods: 1-month 5.68%, YTD 17.54%, 1-year 23.08%, 3-year 17.49%, 5-year 10.54%.

BMSSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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