BEMAX Mutual Fund

BEMAX Mutual Fund

NAV$14.25
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Returns Overview

1 Month
-2.92%
3 Months
+0.11%
6 Months
+13.87%
YTD
+20.48%
1 Year
+30.27%
3 Years (annualized)
+26.79%
5 Years (annualized)
+14.16%
10 Years (annualized)
+9.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BEMAX 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
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+20.48%
Peer Avg (YTD)
+20.48%
vs Peers
-0.01%

BEMAX Mutual Fund Performance

BEMAX performance across multiple time periods: 1-month -2.92%, YTD 20.48%, 1-year 30.27%, 3-year 26.79%, 5-year 14.16%, 10-year 9.34%.

BEMAX returns trail the peer average of 20.48% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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