BMDSX Mutual Fund

BMDSX Mutual Fund

NAV$17.33
See how much of BMDSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.80%
3 Months
-7.53%
6 Months
+3.27%
YTD
+0.12%
1 Year
-3.49%
3 Years (annualized)
+0.27%
5 Years (annualized)
-3.59%
10 Years (annualized)
+8.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMDSX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+0.12%
Peer Avg (YTD)
+6.72%
vs Peers
-6.61%

BMDSX Mutual Fund Performance

BMDSX performance across multiple time periods: 1-month -4.80%, YTD 0.12%, 1-year -3.49%, 3-year 0.27%, 5-year -3.59%, 10-year 8.50%.

BMDSX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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