BSCAX Mutual Fund

NAV$24.17

Returns Overview

1 Month
+2.29%
3 Months
+6.81%
6 Months
+12.52%
YTD
+22.75%
1 Year
+44.57%
3 Years (annualized)
+26.91%
5 Years (annualized)
+17.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSCAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+22.75%
Peer Avg (YTD)
+18.52%
vs Peers
+4.23%

BSCAX Mutual Fund Performance

BSCAX performance across multiple time periods: 1-month 2.29%, YTD 22.75%, 1-year 44.57%, 3-year 26.91%, 5-year 17.65%.

BSCAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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