BCOIX Mutual Fund

BCOIX Mutual Fund

NAV$9.79
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Returns Overview

1 Month
-2.53%
3 Months
-3.26%
6 Months
-2.33%
YTD
-2.30%
1 Year
-1.42%
3 Years (annualized)
+4.71%
5 Years (annualized)
+0.27%
10 Years (annualized)
+2.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCOIX 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 Barclays US Universal Bond Index(^BBUUNIVB)
This Mutual Fund (YTD)
-2.30%
Peer Avg (YTD)
-1.38%
vs Peers
-0.93%

BCOIX Mutual Fund Performance

BCOIX performance across multiple time periods: 1-month -2.53%, YTD -2.30%, 1-year -1.42%, 3-year 4.71%, 5-year 0.27%, 10-year 2.11%.

BCOIX returns trail the peer average of -1.38% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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