BMPSX Mutual Fund

BMPSX Mutual Fund

NAV$102.19
See how much of BMPSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-11.16%
3 Months
-7.44%
6 Months
-5.92%
YTD
+5.17%
1 Year
+8.77%
3 Years (annualized)
+8.71%
5 Years (annualized)
+5.16%
10 Years (annualized)
+9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMPSX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.17%
Peer Avg (YTD)
+5.40%
vs Peers
-0.23%

BMPSX Mutual Fund Performance

BMPSX performance across multiple time periods: 1-month -11.16%, YTD 5.17%, 1-year 8.77%, 3-year 8.71%, 5-year 5.16%, 10-year 9.08%.

BMPSX returns trail the peer average of 5.40% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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