BCONX Mutual Fund

BCONX Mutual Fund

NAV$9.26
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Returns Overview

1 Month
-2.44%
3 Months
-1.15%
6 Months
+1.46%
YTD
+1.20%
1 Year
+2.65%
3 Years (annualized)
+9.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCONX 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
ICE BofA BB-B US High Yield Index
This Mutual Fund (YTD)
+1.20%
Peer Avg (YTD)
+0.50%
vs Peers
+0.70%

BCONX Mutual Fund Performance

BCONX performance across multiple time periods: 1-month -2.44%, YTD 1.20%, 1-year 2.65%, 3-year 9.17%.

BCONX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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