BMBCX Mutual Fund

BMBCX Mutual Fund

NAV$10.12
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Returns Overview

1 Month
-1.77%
3 Months
-1.38%
6 Months
-2.33%
YTD
-1.28%
1 Year
+0.18%
3 Years (annualized)
+4.84%
5 Years (annualized)
+2.67%
10 Years (annualized)
+3.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMBCX 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 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
-1.28%
Peer Avg (YTD)
+5.40%
vs Peers
-6.68%

BMBCX Mutual Fund Performance

BMBCX performance across multiple time periods: 1-month -1.77%, YTD -1.28%, 1-year 0.18%, 3-year 4.84%, 5-year 2.67%, 10-year 3.59%.

BMBCX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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