BCEMX Mutual Fund

BCEMX Mutual Fund

NAV$33.02
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Returns Overview

1 Month
-1.39%
3 Months
-8.29%
6 Months
+10.52%
YTD
+10.48%
1 Year
+20.28%
3 Years (annualized)
+21.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCEMX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Access Balanced Composite Benchmark(^ABCB)
This Mutual Fund (YTD)
+10.48%
Peer Avg (YTD)
+20.48%
vs Peers
-10.00%

BCEMX Mutual Fund Performance

BCEMX performance across multiple time periods: 1-month -1.39%, YTD 10.48%, 1-year 20.28%, 3-year 21.00%.

BCEMX returns trail the peer average of 20.48% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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