BMEAX Mutual Fund

BMEAX Mutual Fund

NAV$26.90
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Returns Overview

1 Month
-2.90%
3 Months
+1.19%
6 Months
+13.65%
YTD
+10.37%
1 Year
+15.97%
3 Years (annualized)
+14.50%
5 Years (annualized)
+9.82%
10 Years (annualized)
+9.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMEAX 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 Value Index(RLV)
This Mutual Fund (YTD)
+10.37%
Peer Avg (YTD)
+8.60%
vs Peers
+1.77%

BMEAX Mutual Fund Performance

BMEAX performance across multiple time periods: 1-month -2.90%, YTD 10.37%, 1-year 15.97%, 3-year 14.50%, 5-year 9.82%, 10-year 9.82%.

BMEAX returns outperform the peer average of 8.60% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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