BCMPX Mutual Fund

BCMPX Mutual Fund

NAV$14.10
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Returns Overview

1 Month
-1.89%
3 Months
-2.16%
6 Months
+5.82%
YTD
+3.93%
1 Year
+5.73%
3 Years (annualized)
+10.20%
5 Years (annualized)
+3.88%
10 Years (annualized)
+5.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCMPX 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)
+3.93%
Peer Avg (YTD)
+2.46%
vs Peers
+1.47%

BCMPX Mutual Fund Performance

BCMPX performance across multiple time periods: 1-month -1.89%, YTD 3.93%, 1-year 5.73%, 3-year 10.20%, 5-year 3.88%, 10-year 5.80%.

BCMPX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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