BAMPX Mutual Fund

BAMPX Mutual Fund

NAV$14.28
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Returns Overview

1 Month
-1.87%
3 Months
-2.00%
6 Months
+6.22%
YTD
+4.50%
1 Year
+6.50%
3 Years (annualized)
+10.99%
5 Years (annualized)
+4.64%
10 Years (annualized)
+6.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAMPX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+4.50%
Peer Avg (YTD)
+2.46%
vs Peers
+2.04%

BAMPX Mutual Fund Performance

BAMPX performance across multiple time periods: 1-month -1.87%, YTD 4.50%, 1-year 6.50%, 3-year 10.99%, 5-year 4.64%, 10-year 6.53%.

BAMPX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

BAMPX vs another fund shows side-by-side returns. BAMPX alternatives are available in the Mutual Fund Screener.