BMCRX Mutual Fund

BMCRX Mutual Fund

NAV$31.46
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Returns Overview

1 Month
+3.10%
3 Months
+2.20%
6 Months
+23.60%
YTD
+13.68%
1 Year
+16.22%
3 Years (annualized)
+23.90%
5 Years (annualized)
+12.24%
10 Years (annualized)
+17.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMCRX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+13.68%
Peer Avg (YTD)
+8.68%
vs Peers
+5.00%

BMCRX Mutual Fund Performance

BMCRX performance across multiple time periods: 1-month 3.10%, YTD 13.68%, 1-year 16.22%, 3-year 23.90%, 5-year 12.24%, 10-year 17.10%.

BMCRX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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