BSCUX Mutual Fund

NAV$30.26

Returns Overview

1 Month
+6.02%
3 Months
+12.58%
6 Months
+3.67%
YTD
+3.37%
1 Year
+2.61%
3 Years (annualized)
+8.47%
5 Years (annualized)
+1.70%
10 Years (annualized)
+11.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSCUX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.37%
Peer Avg (YTD)
+18.52%
vs Peers
-15.16%

BSCUX Mutual Fund Performance

BSCUX performance across multiple time periods: 1-month 6.02%, YTD 3.37%, 1-year 2.61%, 3-year 8.47%, 5-year 1.70%, 10-year 11.15%.

BSCUX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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