BCAIX Mutual Fund

BCAIX Mutual Fund

NAV$40.22
See how much of BCAIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.25%
3 Months
-1.05%
6 Months
+9.93%
YTD
+8.08%
1 Year
+13.53%
3 Years (annualized)
+14.46%
5 Years (annualized)
+3.41%
10 Years (annualized)
+7.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCAIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.08%
Peer Avg (YTD)
+9.29%
vs Peers
-1.21%

BCAIX Mutual Fund Performance

BCAIX performance across multiple time periods: 1-month -3.25%, YTD 8.08%, 1-year 13.53%, 3-year 14.46%, 5-year 3.41%, 10-year 7.17%.

BCAIX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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