BMPIX Mutual Fund

BMPIX Mutual Fund

NAV$120.85
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Returns Overview

1 Month
-11.08%
3 Months
-7.21%
6 Months
-5.44%
YTD
+5.95%
1 Year
+9.88%
3 Years (annualized)
+9.81%
5 Years (annualized)
+6.22%
10 Years (annualized)
+10.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMPIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.95%
Peer Avg (YTD)
+5.40%
vs Peers
+0.55%

BMPIX Mutual Fund Performance

BMPIX performance across multiple time periods: 1-month -11.08%, YTD 5.95%, 1-year 9.88%, 3-year 9.81%, 5-year 6.22%, 10-year 10.18%.

BMPIX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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