BKMIX Mutual Fund

BKMIX Mutual Fund

NAV$10.41
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Returns Overview

1 Month
-2.67%
3 Months
-1.47%
6 Months
+2.72%
YTD
+2.38%
1 Year
+4.28%
3 Years (annualized)
+10.11%
5 Years (annualized)
+4.38%
10 Years (annualized)
+5.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BKMIX 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 World High Dividend Yield Index(M7WOEDY)
This Mutual Fund (YTD)
+2.38%
Peer Avg (YTD)
+4.96%
vs Peers
-2.59%

BKMIX Mutual Fund Performance

BKMIX performance across multiple time periods: 1-month -2.67%, YTD 2.38%, 1-year 4.28%, 3-year 10.11%, 5-year 4.38%, 10-year 5.54%.

BKMIX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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